Estate Planning Strategies in a Low-Interest-Rate Environment
With interest rates still at or near historic lows, you have several estate planning opportunities.
Don’t Be Scammed By Fake Charities
It’s that time of year when scammers pretend to be charities. Check the charity at IRS.gov before you donate. Learn more in this week’s Tax Tip.
What is a phased retirement?
Afraid you’ll be bored in retirement? Consider a phased retirement by slowly adjusting your work patterns. Read all about it in this week’s Financial Tip.
Will Your Favorite Tax Benefit Expire?
Review the expiring tax provisions to see how you may be affected if they are not extended. We explain in this Tax Tip.
In the News: Financial Moves for When You Have an Empty Nest
Your children have their own careers, homes & lives. How does your financial plan need to change? We explain in today’s Marietta Daily Journal
Six Steps to Get Your Business Startup on Track For Long Term Success
The hard and bleak reality is that the majority of small business startups fail. Create a plan for success. We give the basics in this week’s Business Tip.
Kennesaw Investor Wins Car with Hole-in-One at Financial Firm’s Golf Tournament
One perfect swing that resulted in a high arcing shot with a slight draw toward the pin was all it took. That single stroke netted Stephen Reich $71,000 toward the purchase of a luxury car.
When to Claim a Disaster Loss
If you suffered a loss as a result of a casualty, you may be able to recoup a portion of that loss via a tax deduction. We explain in this week’s Insurance Tip.
It’s Time for Year-End Tax Planning
Despite Congress’ lack of action regarding tax laws, there are still plenty of tax breaks on the books for 2015. Read all about it in this week’s Tax Tip.
Periodic Review of Your Estate Plan
There will be times when you’ll need to make changes to your estate plan to ensure it still meets all of your goals. Read more in this week’s Financial Tip.