Estate Planning for a Second Marriage
Money is a major cause of stress in any marriage, but it can be especially so in a second one. We explain in this Financial Tip.
Deciding When to Take Social Security Benefits
Our experts follow a case study of a couple deciding when to begin taking Social Security benefits.
Dow and S&P 500 Had Their Third Straight Week of Losses
For the week ending March 13, 2015, the Dow and S&P 500 had their third straight week of losses, which sent both back into negative territory for the year.
Choosing a Financial Expert: Brokers & Advisers
Generally, a Registered Investment Adviser will design a plan for your future, rather than sell a product. We explain in today’s Marietta Daily Journal. Read the Article
Will the Interest on Your Vehicle Loan be Deductible?
If you pay interest on a loan for a vehicle used for business, part of the interest may be tax deductible. We explain in this Business Tip.
Comparing Long-Term Care Insurance Policies
Long-term care insurance policies are not standardized. Learn what to look for when comparing policies in this week’s Insurance Tip.
Don't Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Don’t Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Converting Your After-Tax 401(k) Dollars to a Roth IRA
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.
Selecting a Financial Professional: Brokers and Advisers
Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with.