Millennials vs. Boomers: How Wide Is the Gap?
Baby boomers and millennials may be different, but their financial outlook can be shockingly similar. Read all about it in this week’s Financial Tip.
Vacation Homes: Common Luxury, Complicated Taxes
Our experts spend time on a case study about a couple who own several investment properties, and have one that may be able to be classified as a second home.
Weigh the Costs Before Accepting the Terms of a Reverse Mortgage
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a reverse mortgage is a weighty decision. Read the Article
U.S. Supreme Court Clarifies How ERISA's Duty to Monitor Plan Investments Interacts with the Six-Year Statute of Limitations
Supreme Court clarifies how ERISA’s duty to monitor plan investments interacts with the six-year statute of limitations. We explain in this week’s Business Tip.
U.S. Supreme Court Clarifies How ERISA’s Duty to Monitor Plan Investments Interacts with the Six-Year Statute of Limitations
Supreme Court clarifies how ERISA’s duty to monitor plan investments interacts with the six-year statute of limitations. We explain in this week’s Business Tip.
Business Use of Property and Homeowners Insurance
Run a business out of your home? You may want to consider some endorsements to your homeowners insurance policy. Learn more in this week’s Insurance Tip.
Important Date for Taxpayers Living Abroad
Tax Deadline: If you’re living and working outside the country, your filing due date for your 2014 income taxes is June 15, 2015. We explain in this week’s Tax Tip.
Planned Charitable Giving
Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
Considering a Reverse Mortgage
Our experts look at a situation where a widower is considering a reverse mortgage to help ensure his assets last through his lifetime.
Another Week With Red Results
After last week’s red zone ending, the markets opened Monday higher on favorable economic news. The ISM Manufacturing Index climbed to 52.8, from 51.5 in April, exceeding estimates of 51.8. Elsewhere, U.S. Personal Income ticked up 0.4% in April following flat activity in March.