Saving for College and Retirement
You can borrow money for your children’s college education, but you cannot borrow money for your own retirement. We explain how to find balance in this Marietta Daily Journal Blog post.
Bonds — Not as Safe as You Think
Interest rates and bond prices have an inverse relationship. Consider this before you buy a 10-year bond. We explain in today’s Marietta Daily Journal.
Withdrawals from Traditional IRAs
In these challenging economic times, you may be considering taking a withdrawal from your traditional IRA. While you’re allowed to withdraw funds from your IRAs at any time, for any reason, the question is, should you? Learn more in this Financial Tip.
Investing as a Couple: Getting to Yes
Ben Crowe, CFP®, CFA, C.P.A. joins “Money Talks” to discuss how a couple can invest together despite different investment styles and risk tolerances.
Asset Allocation: Projecting a Glide Path
You could spend as long tapping your nest egg as you’ve spent creating it, so your asset allocation strategy is important. Read more in this week’s Financial Tip.
Milestone Birthdays
Dr. Gene shares some special tax considerations and investment questions for you to consider as you approach a milestone birthday.
Money Markets: The Difference Between Deposit Accounts, Funds
Is your money market FDIC insured? Depends on if it is a deposit account or mutual fund. We discuss in today’s Marietta Daily Journal. Read the Article
Caring for Aging Parents
If your parents are slowing down with age or health issues, we offer some tips for dealing with aging parents. Learn more in this week’s Financial Tip.
Health Care Reform also Reformed Federal Student Loans
Bil Lako, CFP® shares a bright spot in the health care reform laws: Better terms for some student loans.
Going Back to School as an Adult
Time is money, and you’ll need both if you’re returning to school as an adult. Read ways to pay for your next degree in this week’s Financial Tip.