The offering price of an IPO may be very different from the price at which the stock trades on its first day. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, we explain how it takes a significant life event to motivate a family into taking action. Read the Article
Thanks to new legislation, savers have more investment flexibility in their 529 Plan accounts. Read all about it in this Financial Tip.
If you made a New Year’s Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That’s because healthy habits can benefit your wallet as well as your body.
The decisions you make today will affect how well you are prepared for what lies ahead. We explain in today’s Marietta Daily Journal. Read the Article
Check your Social Security statement for accuracy. Your future benefits are based on earnings reported. Learn more in this Financial Tip.
By failing to make our update your Will, you may be accidentally disinheriting your heirs. Learn more in this Financial Tip.
529 plans may offer more potential tax benefits, but Roth IRAs offer greater flexibility for parents older than 59½. Read all about it in this Financial Tip.
Income in respect of a decedent is taxed on the estate’s income tax return, or passed through to the beneficiary, to be taxed on the beneficiary’s income tax return.
A way to provide for your family and help a non-profit organization is to establish a charitable trust. We explain in today’s Marietta Daily Journal. Read the Article