Show hosts, K.C. Smith, CFP®, Jennifer Thomas, CFP®, and Troy Harmon, CFA, CVA, explore a situation where an investor has entered into a reverse mortgage and his children are concerned about his potential need for long-term care. They discuss how reverse mortgages may affect elder care and Medicaid eligibility.
The market kicked off the week with gains on Monday, with stocks ending trading near session peak levels. Crude oil prices also rose ahead of the OPEC meeting set for later this week.
It’s true: Personal finance is all about the numbers. Read all about the four numbers you need to pay attention to in this week’s Financial Tip.
Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the S&P/Case-Shiller Home Price Index, the Federal Reserve’s Beige Book release on Wednesday, May’s ISM Manufacturing Index and what they expect for May’s Employment Situation release on Friday.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money.
A buy-sell agreement in place may allow business partners to avoid the often ugly reality of business separation.
Different types of insurance cover a variety of risks. You can insure your life, your health, your home and more. Learn the basics in this week’s Insurance Tip.
You should have just enough taxes withheld to prevent you from incurring penalties when your tax return is due. We explain in this week’s Tax Tip.
We’re all ready to quit getting up at 6 a.m. to go to work, but are you financially ready to retire? Read the questions to ask yourself in this week’s Financial Tip.
Managing Associate D.J. Barker, CWS®, brings to the table a case study about a young couple who are receiving advice to pay off their home as soon as possible. D.J., and Bil Lako, CFP®, explain the advantages of carrying a mortgage and Troy Harmon, CFA, CVA, compares their borrowing rate to the possible return they could get in the market.