Scammers Getting More Brazen
This far after tax season, scammers are still making calls, claiming to be from the IRS. Don’t be duped! Read what to look for in this Tax Tip.
What are the Fundamentals of Stock Analysis?
The hosts of “Money Talks” give an overview of the fundamentals of stock analysis. Dr. Gene, and the show hosts discuss what variables to consider and an alternative that may be a better starting point than one particular stock.
The 2014 Social Security Trustees Report: What Does the Future Hold?
Not saving for retirement? The 2014 Social Security Trustees Report might encourage you to do so. See what we mean in this Financial Tip.
Markets End Week in Positive Territory Despite Mid-Week Tumble
The markets started the week strong and ended the week up, despite the rocky trading mid-week.
Q&A Time: Using a Pension to Fund a Home Purchase, Carlyle Group, SanDisk and More
The “Money Talks” hosts answer a variety of listeners’ questions on The Carlyle Group, SanDisk, and saving to a 401(k) if you plan on retiring early.
Managing a Concentrated Stock Position
When you have a position that comprises a large portion of your portfolio you need to ask yourself, if you sell and pay the capital gains tax can you retire? Generally, the answer will be yes.
Social Security Disability Benefits
The amount of your monthly disability check is based on your average lifetime earnings.
Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Eight QuickBooks Reports That You Should Be Running Regularly
QuickBooks reports can help you make business decisions that will help you take your growing company to the next level. Learn more in this Business Tip.
Surviving the Underwriting Process when Buying Disability Income Insurance
The underwriting process requires a lot of information to classify you as an acceptable risk. Learn what it entails in this Insurance Tip.