Will vs. Trust: Is One Better than the Other?
Wills and trusts allow you to distribute your assets at death, but there are differences between these documents. We explain in this week’s Financial Tip.
A Green Monday
Stocks stepped up on Monday amid a variety of economic news. T-Mobile led Nasdaq advancers. The company tacked on 9.5% today following the release of earnings details.
Life Insurance: Filling an Economic Need
Today’s Marietta Daily Journal: Bil Lako CFP® explains while life insurance needs decrease with time, investors may still want it. Read the Article
Designing a Benefit Package for Your Small Business
One way to reward your employees is to provide a benefit package with both traditional and not-so-traditional benefits. Read all about it in this week’s Business Tip.
Brands Retreat
Indices landed in red territory on Thursday. Stocks retreated on mixed earnings details from the likes of American Express and Verizon.
Medicaid Planning Goals and Strategies
Only the income and assets that are legally available to you are considered when determining Medicaid eligibility. Read more in this week’s Insurance Tip.
Stocks Step Up
Indices closed in the green zone on Wednesday. Halliburton led the way up on a jump in crude oil. West Texas Intermediate crude tacked on 2.02% today to settle at $51.64 a barrel.
Surprised by the Alternative Minimum Tax?
It is complicated to determine when you may be subject to the alternative minimum tax. Learn some common triggers in this week’s Tax Tip.
Brands Advance
Indices ended with gains on Tuesday. Stocks stepped up in the wake of better-than-expected earnings details from the likes of Netflix, Goldman Sachs, and UnitedHealth.
Earnings Call: A Closer Look at Financial Reports
Earnings are just one factor to consider when evaluating a company’s outlook. Learn more about financial reports. Learn more in this week’s Financial Tip.