Retirement Plans for Tax-Exempt Organizations
As an tax-exempt organization, you can offer an employer-sponsored retirement plans, but note the regulatory differences. We explain in this week’s Business Tip.
Stocks Rally on Oil Rebound
Indices closed in the green zone on Thursday. Energy brands such as Exxon Mobil and Chevron gained on rebounding crude oil. Crude futures tacked on 5.29% today to settle at $29.85 a barrel.
Private Health Coverage: Providers and Delivery Systems
HMO, PPO, POS, EPO, and Exchanges. It can make your head spin! Learn how these health coverage providers affect you in this week’s Insurance Tip.
Brands Retreat
Indices closed well into red territory on Wednesday. Dow brands rebounded from early low levels. IBM led decliners while UnitedHealth led advancers. Stocks retreated amid a new low in crude oil.
Don’t Be a Victim to IRS Phone and E-Mail Scams
IRS phone and email scams have reached epidemic proportions. Learn what the IRS will and will not do in this week’s Tax Tip.
Mixed Moves
Indices closed trading mixed on Tuesday. The Dow’s turbulent session ended with gains. The S&P 500 ticked up slightly while the Nasdaq shed some points. Moves were mixed amid a downswing in crude oil.
Tapping the Equity in Your Home
You may see the equity you have in your home is a reservoir of funds, but there are pros and cons to using it. Learn more in this week’s Financial Tip.
A Red Friday
Indices closed the session well into the red zone on Friday. Brands traded into territory not seen since August on a downswing in crude oil.
Emotions Can Influence Our Investment Habits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article
Retirement Plans Most Appropriate for Corporations
Corporations can offer several types of retirement plans to employees. Read our overview in this week’s Business Tip.