Have You Reviewed Your Will or Trust Lately?
If you or your heir’s marital status has changed, your Will or Trust may be outdated. Learn more in this Tax Tip.
Markets Traded Lower
Stocks tumble during the week, as there was little economic or corporate data to inspire investors.
Making Money in a Sideways Market
We look for sustainable growth over the long term; therefore, 14 days without significant market movement does not concern us.
Q&A Time: Materials Sector Stocks and Companies with Good Products but Lousy Stock
The “Money Talks” hosts discuss companies they like the product and not the stock, and answer questions on Materials, Consumer Staples and Technology stocks.
Q&A Time: Early Withdrawals, Education Tax Credits and Early Retirement
The “Money Talks” hosts discuss withdrawing funds from an IRA before age 59 ½, and tax credits for parents of college students.
Shopping for a Mortgage
Before you apply for a mortgage, do some homework. Know how large a mortgage payment your budget will allow, and research the various types of mortgages that are available.
First Line of Defense is to Check Statements
When it comes to credit card fraud, your first line of defense is to check your statements. We explain in today’s Marietta Daily Journal. Read the Article
Beware of Trust Fund Penalties
Employers are personally responsible for remitting required taxes on behalf of its employees to the government. Learn more in this Business Tip.
Misclassifying Workers Can Be Costly!
The IRS pays close attention to how you classify your employees and independent contractors. Learn more in this Tax Strategist.
Cash Value Life Insurance
Cash value life insurance comes in many flavors, all with different features. Read all about them in this week’s Insurance Tip.