Mixed Monday
Indices ended mixed on Monday. The Dow and Nasdaq added marginal gains while the S&P 500 closed slightly in red territory. Investors traded with caution ahead of comments from the Federal Reserve meeting which are due later this week.
A Green Friday
Indices closed well into the green zone on Friday. Energy brands such as PetroChina, Royal Dutch Shell, Total and BP traded up on a jump in crude oil.
Making the Most of Pension Plan Benefits
In today’s Marietta Daily Journal: How you take your pension benefit affects how much you’ll receive in the long term. Read the Article
Minimizing Your Social Security Payroll Tax/Self-Employment Tax
Certain strategies you use to minimize your payroll taxes may also affect your income taxes. Read more in this week’s Business Tip.
Life Insurance and Terminal Illness
Your life insurance policy may be a valuable resource for you and your family if you’re faced with a terminal illness. We explain in this week’s Insurance Tip.
IRS Gearing Up For Home Mortgage Interest Audits
Deductible mortgage interest is limited to interest on acquisition debt and equity debt interest up to certain limits. Learn more in this week’s Tax Tip.
Can You Get to a Million Dollars?
Want to save a million dollars for retirement? It’s possible with time. Learn how in this week’s Financial Tip.
Going Back to School as an Adult
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights some considerations when going back to school as an adult. Read the Article
Protecting Your Business from Cyber Threats
Just because your business is small does not mean it is not a target for cyber attacks. We explain in this week’s Business Tip.
How long will I have to pay for private mortgage insurance?
You can request PMI cancellation directly from your lender when your mortgage balance is 80% of the original home value. Learn more in this week’s Insurance Tip.