Saving for retirement is key, but should you save pretax or after-tax dollars? We explain in this week’s Financial Tip.
In this week’s case study, Managing Associate D.J. Barker, CWS®,leads a discussion on investing with a fixed-income focus; how fixed income can provide peace of mind during the next administration and how the Ten Year Rule can help eliminate an emotional reaction to the market’s movements.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the risks to tax loss harvesting and why you need an expert’s help. Read the Article
Just as you see your doctor yearly, think of a year-end review as an annual physical for your money. We explain in this week’s Financial Tip.
Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.
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.
Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
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.
Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the importance of understanding your RMDs. Read the Article