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.
Should You Make Large Gifts in 2012?
Making large gifts in 2012? While it seems obvious, gifts should only be made if you can afford to part with the property. Read more in this week’s Financial Tip.
Consider Portability an Unexpected Tool
It has never been a good idea to rely solely upon estate tax’s portability as a shortcut to properly arrange your affairs. We explain in today’s Marietta Daily Journal.
Roth IRA Conversions: Opportunities and Deadlines
2012 may present an opportunity to convert a traditional IRA to a Roth IRA at a potentially lower tax cost. Learn why in this week’s Financial Tip.