Buying a New Car? Asking These Questions Might Save You Money on Your Auto Insurance
A vehicle’s sticker price, the chance it will be damaged in a crash, and high repair costs can affect your insurance. Learn more in this Insurance Tip.
Avoid Using Your 401(k) to Fund Your Child’s Education
Borrowing $3,000 from your 401(k) for college expenses doesn’t seem like much until you see a tax bill of $1,320. We explain in this Marietta Daily Journal blog post. 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…
High-Income Individuals Face New Medicare Taxes in 2013
If you haven’t heard, those earning more than $200,000 ($250,000 MFJ) will see increased Medicare Taxes beginning in 2013. Read all about it in this week’s Tax Tip.
The Investment Policy Statement: A Portfolio's Road Map
Even though an investment policy statement may target a desired return on the portfolio, that does not mean the portfolio will necessarily achieve that return. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful. Learn more in this Financial Tip.
First Down Week in Nearly Two Months
The “Money Talks” hosts discuss how home sales will come close to adding to GDP in 2012, and why expectations are even better for 2013.
Q&A Time: Monster Beverage, McKesson and Harris Corp.
Ted Parrish,CFA, and Dr. Gene provide their opinions on Monster Beverage, McKesson and Harris Corp.
Pension Maximization
Bil Lako, CFP® highlights a financial strategy to help maximize retirement benefits while providing for your spouse.
Passwords and Virtual Assets
Bil Lako, CFP® provides some advice on how important it is for both spouses to have passwords and access to financial documents should one be incapacitated.
Saving for College and Retirement
You can borrow money for your children’s college education, but you cannot borrow money for your own retirement. We explain how to find balance in this Marietta Daily Journal Blog post. 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…
In the News: Bonds — Not as Safe as You Think
Interest rates and bond prices have an inverse relationship. Consider this before you buy a 10-year bond. We explain in today’s Marietta Daily Journal.