On the Precipice: the "Fiscal Cliff"
The “fiscal cliff” is the combo of expiring tax breaks, new taxes for high-income individuals and automatic spending cuts. Read all about it in this Financial Tip.
Marrying Someone with Bad Credit
Love your sweetie, but not so much your sweetie’s credit score? Talk about your finances before you marry. Read more in our Marietta Daily Journal blog post.
IRA and Retirement Plan Limits for 2013
IRA limits are increasing in 2013, including how much you can save and income limits for determining tax deductibility. Read all about it in this Financial Tip.
Considering a Roth Conversion
Jennifer Thomas, CFP®, and Ben Crowe, CFP®, CFA, C.P.A., discuss why investors may consider a Roth conversion this year.
Take steps to prevent ID crimes
In today’s Marietta Daily Journal, we provide steps you can take to prevent ID theft. Read the article.
With An Expected Increase in Tax, What to Do Now?
With an expected increase in taxes, you may consider accelerating income into 2012 or gifting to your heirs while your lifetime estate tax exclusion is $5 million.
Caring for Your Aging Parents
When you find your parents slowing down with age, you may consider talking to them about their future care. Read more in our Marietta Daily Journal blog post.
Credit a ‘Report Card’ to Finances
In today’s Marietta Daily Journal we explain the importance of checking your credit and what to look for when you check it. Read all about it.
Minimize Estate Taxes with Trust
Bil Lako, CFP®, discusses how to use trusts to preserve wealth and minimize estate taxes in today’s Marietta Daily Journal. Read the Article
Take Steps Now to Control Future Healthcare Decisions
You can and should take steps now to control your future healthcare decisions with an Advance Directive for Healthcare. We explain in this Marietta Daily Journal blog post.