During the holiday-shortened week, the markets dipped into the red zone. The Dow Jones Industrial Average began the week with its largest decline in nearly a month (1%), as all 30 Dow components lost ground.
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
Tax losses apply to business or investment activity. Make sure the IRS doesn’t view your loss as a hobby loss. We explain in this week’s Business Tip.
Qualified longevity annuity contracts are not included in the value of your IRA or 401(k) for RMD calculations. Learn more in this week’s Insurance Tip.
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
Custom fields let you tailor customer and vendor records. Best of all, these fields are searchable! We explain in this QuickBooks Tip.
Long-Term Care policies don’t have to be one-size-fits-all. Customize your policy with options and riders. We explain in this week’s Insurance Tip.
Crazy to think the IRS has unclaimed refunds. Could you be one? Depends on if you’ve missed these deductions. We explain in this week’s Tax Tip.
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.