The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
Dr. Gene helps a listener understand why buying a term life insurance policy may be the better financial move.
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another. Read the Marietta Daily Journal Article
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan. Read the article in today’s Marietta Daily Journal.
The interest rate on federal subsidized Stafford Loans increased from 3.4% to 6.8% for loans taken out after July 1, 2013. Read more in this Financial Tip.
You should learn about the fees and expenses charged by your 401(k) plan, and the way they are allocated to participants. Learn more in this Financial Tip.
We discuss why it can be detrimental to your portfolio to be heavily invested in the same company that you work for.
Hosts address concerns raised by a recent PBS special on the hidden fees in 401(k) plans.
A financial plan is critical when you have a chronic illness as you can tailor it to your unique needs. Learn more in this Financial Tip.