Borrowers may find they need to provide lenders with additional documentation that they may not have had to in the past.
If you are looking at your investments at year end, it is a good time to evaluate your investment decisions. We explain how in this week’s Marietta Daily Journal Article.
Investment selection is just one of the many aspects to consider when deciding to roll a 401(k) to an IRA. Read more in this Financial Tip.
The “Money Talks” hosts discuss some of the year-end portfolio decisions you may have.
Unless you want to pay taxes on money you didn’t earn, be careful when you buy mutual fund shares in December. Read the Article
Cost basis reporting for bonds is scheduled to begin in 2014, which may make calculating profits from bond sales easier. Learn more in this Financial Tip.
If you are investing in mutual funds, you may want to pay closer attention to the timing of your purchases in December.
With year-end financial summaries rolling in, it’s a great time to evaluate your investments. Learn more in this Financial Tip.
You can protect your digital assets by including them in your estate plan, just as you would your physical assets. Read more in this Financial Tip.