The Alimony Gap
Alimony: deductible for those who pay; taxable for those who receive. But the IRS sees discrepancies in what’s reported. Learn what we mean in this week’s Tax Tip.
What is Duration, and Why Should I Care?
The hosts of “Money Talks,” explain duration. They explain how duration is calculated, why you should consider duration when investing, and how duration affects the volatility of a bond.
Financial Myths, Mistakes, and Misunderstandings
“I know my finances like the back of my hand. I don’t need to write them down,” and other mistakes you’re making. Read all about it in this week’s Financial Tip.
Markets Flat in Holiday-Shortened Week
The markets were flat the week following the U.S. Labor Day holiday despite easing tensions in the Ukraine and less than spectacular August employment data.
Q&A Time: Diebold, NCR Corp., Duration, the Future of the Healthcare Sector and More
The “Money Talks” hosts address listeners’ questions on Amazon-proof retailers, ATM manufacturers, and what it means when a spouse wants to invest on her own.
Unit Investment Trusts
A distant cousin of mutual funds, unit investment trusts buy pools of securities like stocks and bonds, but that’s where the similarities end.
Know Options if You Own Variable Annuity
In today’s Marietta Daily Journal, explore your options if you have significant gains in your variable annuity. Read the article
Life Insurance Contractual Obligations
September is National Life Insurance Awareness Month. We discuss some of the basics – Contractual Obligations in this week’s Insurance Tip.
Life Insurance for the Self-Employed
If you are self-employed your life insurance needs also need to consider your business financial obligations. Learn more in this Business Tip.
Reap the Tax Benefits of Education Planning
Uncle Sam appreciates a higher education. Learn the tax advantages to going to school in this week’s Tax Tip.