In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward. Read the Article
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
Indices closed in red territory on Wednesday. Energy brands such as Marathon Petroleum, Exxon Mobil, and ConocoPhillips traded lower on a slip in crude oil prices.
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
Indices ended trading in red territory on Tuesday. Brands such as Apple and General Electric dipped amid a variety of economic news.
If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.
Indices closed with slight gains on Monday. Walmart and Procter & Gamble led consumer-discretionary advancers on the Dow amid a variety of economic news.
Indices ended trading mixed on Friday. The Dow and S&P 500 closed in the red zone while the Nasdaq ticked up slightly. Moves were mixed on a variety of economic news.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated. Read the Article
QuickBooks statements provide an overview of every transaction that has occurred during a specified period of time. Learn more in this QuickBooks Tip.