Inheritances Can Be Tricky
The process of claiming an inheritance can be complex, and it helps to be aware of potential tax liabilities. Learn more in this week’s Tax Tip.
Advanced Estate Planning Concepts for Women
Statistically speaking, a woman will outlive her spouse. Read some advance estate planning concepts you should consider. Learn more in this Financial Tip.
Mixed News Results in Down Week
The “Money Talks” hosts discuss housing and other economic news that moved the markets.
Why Equity Markets are the Place to Invest
The “Money Talks” hosts discuss sequestration and what it may mean for the economy.
Q&A Time: Investments Including Industrials, Restaurants and Energy Holdings
The “Money Talks” hosts answer several investment and stock questions from listeners.
Q&A Time: Health, Homeowners and Renters Insurances
Bil Lako, CFP®, provides listeners questions regarding their insurance coverages.
How the Health Care Law Will Impact Your Taxes
The health care laws affect more than just high income tax payers. Here is an overview of how it will change your taxes. Learn more in this Tax Strategist.
In the News: Provide for Pets in Your Estate Plan
Pets are property, and property cannot inherit other property, but you can provide for your pets once you’re gone. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided…
Do You Have Enough Auto Insurance?
There can be a gap between the insurance you’re required to have and the amount you really need. We discuss on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes…
401(k) Wraparound Plan
Looking for a benefit for highly compensated employees? Consider a 401(k) wraparound plan. Read more in this week’s Business Tip.