Learn tips to help you make sure your spending remains in check this holiday season.
f you are like most investors, you occasionally will pick a loser that declines in value. Sometimes, a security can even become worthless when the issuing company goes out of business. Can you write off a worthless stock?
Senior Associate Jarrett McKenzie, CFP®, CWS®, highlights some of the important year-end financial planning items that should be addressed before the chaos of the holidays begin.
Stocks started the week rallying higher right after the opening bell rang. Despite some negative news released during the weekend, the market held up well, ending the day close to the intraday highs. Indices closed in the red zone on Tuesday, after making some progress in the morning. By close, the Dow Jones Industrial Average…
This week on “Money Talks,” the experts discuss housing news with Existing Home Sales, Mortgage Applications, and New-Home Sales. They also comment on the upcoming Fed meeting where it is suspected the Fed may cut interest rates again. The hosts discuss some important estate planning documents everyone should have in order. Finally, they round out the show with listeners’ questions on the effect of Zantac’s recall on drugmakers Sanofi and Dr. Reddy’s Laboratories; taking out a reverse mortgage, and the streaming services offered by Netflix, Apple, and Disney.
The “Money Talks” experts round out the show addressing a listener’s question on the effect of Zantac’s recall on drug makers Sanofi and Dr. Reddy’s Laboratories, and providing opinions on taking out a reverse mortgage. They also provide comments on the streaming services offered by Netflix, Apple, and Disney.
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1 Considering their most common regrets may help you avoid making the same mistakes. Not Saving Enough More than one-third of retirees wish they had…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why how long you hold an asset affects how much tax you’ll owe on the gain when you sell it.
Growing your business to the point that you need to hire employees is exciting. It’s also rife with admin burdens that you don’t want to be unprepared for.