Can I change the beneficiary on my life insurance policy? If so, how do I do it?
Your life insurance company may require you meet certain conditions when you change the beneficiary for your policy. We explain in this Insurance Tip.
Important Times to Seek Assistance from a C.P.A.
Did you know you should consult your C.P.A. when you exercise an employee stock option? We list 18 other reasons to call your C.P.A. in this week’s Tax Tip.
Estate Planning for a Second Marriage
Money is a major cause of stress in any marriage, but it can be especially so in a second one. We explain in this Financial Tip.
Deciding When to Take Social Security Benefits
Our experts follow a case study of a couple deciding when to begin taking Social Security benefits.
Choosing a Financial Expert: Brokers & Advisers
Generally, a Registered Investment Adviser will design a plan for your future, rather than sell a product. We explain in today’s Marietta Daily Journal. Read the Article
Will the Interest on Your Vehicle Loan be Deductible?
If you pay interest on a loan for a vehicle used for business, part of the interest may be tax deductible. We explain in this Business Tip.
Comparing Long-Term Care Insurance Policies
Long-term care insurance policies are not standardized. Learn what to look for when comparing policies in this week’s Insurance Tip.
Don’t Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Converting Your After-Tax 401(k) Dollars to a Roth IRA
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.
Selecting a Financial Professional: Brokers and Advisers
Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with.