Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
Today’s Marietta Daily Journal: Bil Lako CFP® explains while life insurance needs decrease with time, investors may still want it. Read the Article
One way to reward your employees is to provide a benefit package with both traditional and not-so-traditional benefits. Read all about it in this week’s Business Tip.
Only the income and assets that are legally available to you are considered when determining Medicaid eligibility. Read more in this week’s Insurance Tip.
It is complicated to determine when you may be subject to the alternative minimum tax. Learn some common triggers in this week’s Tax Tip.
Earnings are just one factor to consider when evaluating a company’s outlook. Learn more about financial reports. Learn more in this week’s Financial Tip.
Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
The markets opened the week with gains as both oil prices and Energy sector shares rose. Stocks traded lower on Tuesday with brands dipping on less-than-optimum quarterly details from Alcoa, who unofficially kicked off earnings season, as well as a downswing in oil.
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the importance of understanding your RMDs. Read the Article
Make a good impression on your customers by sending them well-designed sales forms. We explain how QuickBooks Online helps you create them in this QuickBooks Tip.