Avoiding Probate: Is It Worth It?
Rules vary from state to state, but most Wills have to be probated; however, you may be able to avoid it. We explain in this week’s Financial Tip.
Robo-advisers Do Not Account for Variables Affecting Your Future
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
Qualified Medicare Beneficiary Program
The QMB program covers the cost of Medicare premiums, deductibles and coinsurance that Medicare recipients usually pay. Read all about it in this week’s Insurance Tip.
Family Home Loan Interest May Not Be Deductible
If you borrow money from family for a home with an undocumented loan, you can’t deduct the interest. We explain in this week’s Tax Tip.
How Does Divorce Affect Social Security Retirement Benefits?
If you were counting on your spouse’s Social Security benefits to provide some of your retirement income, what happens now that you’re divorced? We explain in this Financial Tip.
In the News: Your Financial Future After Divorce
When going through divorce, it’s important to understand that asset division decisions you make today can meaningfully affect your future. We explain in today’s Marietta Daily Journal. Read the Article
Employee Benefits for Special Circumstances
Business owners may want to consider benefit programs that go beyond the standard retirement and insurance benefits. Read more in this week’s Business Tip.
Loaning Your Adult Children Money
Loaning money to your adult children? Both your finances and your relationship with your child may be at risk. We offer guidance in this week’s Financial Tip.
Will I have to pay a penalty tax if I don't have qualifying health insurance?
Everyone must have qualifying health insurance coverage, qualify for an exemption or pay a penalty tax. We explain in this Insurance Tip.
Will I have to pay a penalty tax if I don’t have qualifying health insurance?
Everyone must have qualifying health insurance coverage, qualify for an exemption or pay a penalty tax. We explain in this Insurance Tip.