Brands rebounded from early low levels to land in the green zone on Wednesday. Stocks gained on the release of minutes from the last Federal Reserve meeting as well as a variety of other economic news.
There are taxes even in death. If you have no estate tax provision in your Will, state laws intervene. Learn more in this week’s Tax Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Corporations can use corporate-owned life insurance policies to fund nonqualified deferred compensation plans. Learn more in this week’s Business Tip.
Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.
If you are disabled and unable to work, you may be eligible for a government-sponsored disability insurance program. Learn more in this week’s Insurance Tip.