The “Money Talks” Experts explore a case study of a client who was disappointed in the performance of his life insurance policy. Through a collaborative effort between the insurance agent, the financial planner, and the client’s estate planning attorney, they repurposed the insurance policy to enhance the client’s estate plan.
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.
State labor laws vary widely but affected small businesses may face challenges as minimum wage increases take effect over the next few years. Eight states (plus the District of Columbia) have passed legislation to raise the minimum wage in steps to $15.
The Consolidated Appropriations Act included several provisions related to education, including $22.7 billion for colleges and universities and a simplified FAFSA.
President Biden presented his proposed American Families Plan (AFP)—his wish list of changes; however, Congress will need to draft legislation that will have to pass in both houses before becoming law.
The “Money Talks” Experts discuss what economic factors are stimulating inflation and how the influx of cash affects the economy.
For the month of May, our Research Analysts are keeping a watchful eye on company earnings reports, signs of inflation, and housing prices.
Should you stay or should you go? Bil Lako, CFP®, discusses your housing options as you head into retirement in the Marietta Daily Journal. Read the article.
It’s no surprise that the coronavirus pandemic significantly hurt the restaurant and hospitality business sector. The Restaurant Revitalization Fund—part of the American Rescue Plan Act—is designed to help eligible businesses keep their doors open.
Even if you still make mortgage payments in retirement, the equity in your home is a valuable asset. In this week’s Financial Tip we explore the opportunities that come with home equity.