Mid-Year Tax Projection Critical in 2013
The “Money Talks” hosts explain why a tax projection may be more important in 2013 than ever before.
Your Portfolio’s Bond Strategy
Our hosts explain how we prefer to use bonds to manage liquidity needs in a portfolio.
In the News: 40s a Time for Financial Goals
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another.
In the News: 50s: Time to Test Retirement Plan
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan.
Compensating Yourself with Cash
Business owners: Paying yourself and your vendors with cash? It may not be such a good idea. Read all about it in this Business Tip.
Two Promoted to Senior Associate at Kennesaw Financial Firm
Join us in congratulating D.J. Barker, CWS® and K.C. Smith, CFP® on their promotions to Senior Associate.
Surrendering a Life Insurance Policy
Cashing in a life insurance policy? First, understand how the surrender value is determined and your alternatives. Read more in this Insurance Tip.
White House Delays Employer Health Insurance Mandate
The White House delays employer health insurance mandate until January 1, 2015. Read more in this News Flash.
Convert Unused Property Into a Tax Deduction
When donating property for a tax deduction, the IRS has guidelines to help determine the items’ fair market value. Learn more in this Tax Tip.
Interest Rate Increases on Some Federal Student Loans
The interest rate on federal subsidized Stafford Loans increased from 3.4% to 6.8% for loans taken out after July 1, 2013. Read more in this Financial Tip.