Are You Ending 2016 Healthy, Wealthy and Wise?
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.
Don’t Forget About Year-End Investment Planning
Before year-end, consider meeting with your financial adviser to review your investments. Read why in this week’s Financial Tip.
Healthy Resolutions Can Pay Off (Literally)
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.
Don’t let 2015 be another year of empty resolutions
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
Retirement Accounts Need Some Year-End Attention
In the midst of all the upcoming holiday fuss, you need to keep track of the year-end deadlines for contributions and distributions from your retirement accounts.
Why Should I Avoid Mutual Funds in December?
The hosts of “Money Talks” discuss the economics of both spouses working once they have had children. The experts also talk about some of the tradeoffs a stay-at-home parent should consider and some options for keeping your skill set while raising a family.
Prepare Now for a Year-End Investment Review
Almost as important as knowing how your portfolio performed is understanding why it performed as it did. We explain in this Financial Tip.
Not Too Late for Year-End Cash Flow Planning
In this week’s Atlanta Business Chronicle, Bil Lako, CFP® shares his insight on year-end cash flow planning for businesses. Read the Article
Plan Now for a Year-End Investment Review
Since you know how income, capital gains and dividends will be taxed, you can now fine-tune your long-term plan. Find out how in this Financial Tip.
Time Running Out for Large Gifts in 2012
You should consider whether the benefit of a large gift in 2012 could be recaptured later if estate and gift laws change. Read all about it in this Financial Tip.