Two Popular Charitable Trusts for You to Consider
If you want to leave your estate to both a charitable and noncharitable beneficiaries, here are two trusts to consider. Read more in this Financial Tip.
Q&A Time: Foreign Tax Credit, Rebalancing International Investments and Tobacco Stocks
The “Money Talks” hosts address listener questions on the foreign tax credit, rebalancing international investments and tobacco stocks.
Reducing Discretionary Spending to Establish or Increase a Cash Reserve
There are nearly as many ways to save money as there are to spend it. We explain ways to cut your spending in this week’s Financial Tip.
What your Checking Account Costs You
We take a look at an article from WalletHub.com on basic checking services, and what those services are costing consumers.
Think Outside the Shoe Box When Organizing Financial Records
You don’t have to be a pack rat to keep complete, organized financial records. Read our tips on what to keep and for how long.
When it is Time to Redesign
The process of changing the percentage of assets invested in different asset classes is known as reallocation or redesigning. We explain how in this week’s Marietta Daily Journal Article.
It's December…Do You Know Where Your Money Is?
With year-end financial summaries rolling in, it’s a great time to evaluate your investments. Learn more in this Financial Tip.
Sudden Wealth
If you come into sudden wealth, you should do a cash-flow analysis before you quit your job, move to an exotic island or purchase a yacht.
More Money, More Problems
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article
What return are you really earning on your money?
Do you know the difference between nominal return and real return on your investments? Find out in this Financial Tip.