Portability of Applicable Exclusion Amount Between Spouses
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
When flipping a house, your taxes will be different, depending upon whether you are a dealer, an investor or a homeowner. Read more in this Tax Strategist.
As a high-income earner, an installment sale may help avoid additional taxes by spreading the income over multiple years. Read all about it in this Tax Tip.
The “Money Talks” hosts discuss the strong start to earnings season and the latest minutes from the Federal Reserve.
The “Money Talks” hosts answer listeners’ questions on GE, an international beer manufacturer and distributor and a speculative Industrials sector stock.
Dr. Gene helps a listener understand why buying a term life insurance policy may be the better financial move.
The “Money Talks” hosts explain why a tax projection may be more important in 2013 than ever before.
Our hosts explain how we prefer to use bonds to manage liquidity needs in a portfolio.
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another. Read the Marietta Daily Journal Article
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan. Read the article in today’s Marietta Daily Journal.