Kennesaw Financial Firm Promotes new Chief Operating Officer
Henssler Financial promotes Director of Operations to Chief Operating Officer.
Use Your Annuity to Pay for Long-Term Care Insurance
Consider exchanging your annuity contract for a long-term care insurance policy. Learn more in this Insurance Tip.
Planning Your RMD and IRA Distributions For 2012
If save to pre-tax retirement accounts, don’t forget to plan the withdrawals so that they are tax-advantaged as well. Read more in this week’s Tax Tip.
IRA and Retirement Plan Limits for 2013
IRA limits are increasing in 2013, including how much you can save and income limits for determining tax deductibility. Read all about it in this Financial Tip.
Shaky Earnings Drove Investors to Treasury Bonds
The hosts for “Money Talks” discuss the news that moved the markets lower this week.
Q&A Time: Under Armour, Muni Bonds, IBM and Wells Fargo
Our Research Analysts answer questions on Under Armour, municipal bonds and what Warren Buffett is buying.
Should I Have a Simple or Complicated Portfolio?
Troy Harmon, CFA, and Mark Bendinelli, CFA, discuss the merits and drawbacks of “complicated” portfolios.
Considering a Roth Conversion
The “Money Talks” hosts discuss why investors may consider a Roth conversion this year.
In the News: Medicare Open Enrollment
If your health-care needs have changed, consider switching plans during Medicare’s open enrollment period. We explain in this Marietta Daily Journal blog post. Read the Article
Take steps to prevent ID crimes
In today’s Marietta Daily Journal, we provide steps you can take to prevent ID theft. Read the article. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be the sole basis in making…