Small Businesses can Tailor a Retirement Plan to their Needs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what small-business owners need to consider when developing a retirement plan. Read the Article
Business Valuation: How Should You Translate Market Data?
Analysts rely on market data from both private and public companies to determine the value of companies. We explain in this week’s Business Tip.
The Health-Wealth Connection
There is a clear connection between health and wealth; therefore, you need to develop plans to manage both. Learn more in this week’s Insurance Tip.
Stocks Step Up
Indices ended trading in the gains zone on Wednesday. The Dow closed at a new record level. Companies such as Boeing and Coca-Cola ticked up after reporting better-than-expected quarterly figures.
Consequences of Filing Married Separate
The tax code is laced with restrictions so that a married couple cannot benefit by filing Married Filing Separately. We explain in this week’s Tax Tip.
Brands Rise on Earnings Data
Indices traded into green territory on Tuesday. The S&P 500 closed at a new record level. Brands such as Caterpillar, McDonald’s, and General Motors stepped up following the release of earnings details.
Working in Retirement: What You Need to Know
Before you get a part-time job to supplement your income during your retirement years, there are points to consider. Read all about it in this week’s Financial Tip.
Mixed Session, New Nasdaq Record
Indices closed out mixed on Monday. The Dow and S&P 500 ended in the red zone while the Nasdaq traded up to an all-time high. Alphabet posted quarterly data after the closing bell.
Red Session
Indices ended the session in red territory on Friday. General Electric shed 2.92% following news of a lowered outlook.
Unwinding Quantitative Easing for the Average Investor
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the Fed will reduce their balance sheet and the effect on the economy. Read the Article