The Bipartisan Budget Act of 2015
The Bipartisan Budget Act of 2015 made changes to a Social Security claiming strategy, among other provisions. Learn more in this week’s Financial Tip.
Effects of Life Insurance on the Valuation of Stock
The value of a business increases when the business receives the death benefit proceeds. Read all about it in this week’s Business Tip.
Dealing with Medical Billing Issues
Request an itemized bill from your medical provider to help deal with any medical billing issues that may arise. We explain in this week’s Insurance Tip.
Get Credit for Generating Your Own Home Power
You can get a tax credit on your federal tax return for installing certain power-generating systems on your home. We explain in this week’s Tax Tip.
Think Twice Before Counting on a COLA
A cost of living adjustment, or COLA, is designed to help you manage rising prices. Read all about COLA in this week’s Financial Tip.
In the News: Pay Extra Attention to Financial Planning During a Second Marriage
Second marriages can bring a certain amount of financial complexity that was not likely present in a first marriage. We explain in this week’s Marietta Daily Journal. Read the Article
Business Entities: Limited Partnerships
Unlike a corporation, a limited partnership is inexpensive and simple to create and maintain. Read more in this week’s Business Tip.
Life Insurance Evaluation: Linton Yield Method
You can split a permanent life insurance policy into two portions so you can compare with other life insurance policies. Learn how in this week’s Insurance Tip.
Gifting Money or Property Can Have Serious Tax Consequences
Few people turn away a gift of money. When you give, know the tax consequences. We explain in this week’s Tax Tip.
Don’t Forget About Year-End Investment Planning
Before year-end, consider meeting with your financial adviser to review your investments. Read why in this week’s Financial Tip.