When it is Time to Redesign
The process of changing the percentage of assets invested in different asset classes is known as reallocation or redesigning. We explain how in this week’s Marietta Daily Journal Article.
New Mortgage Rules Scheduled to Take Effect in January
Borrowers may find they need to provide lenders with additional documentation that they may not have had to in the past.
2013 Year-End Tax Planning Considerations
As the end of the 2013 tax year approaches, we’ve listed some things to keep in mind as you consider potential year-end tax moves. Read on in this Tax Tip.
Rebalancing Your Portfolio
If you are looking at your investments at year end, it is a good time to evaluate your investment decisions. We explain how in this week’s Marietta Daily Journal Article.
Take Advantage of the IRA-to-Charity Transfer
For 2013, if you are age 70½ and older, you are allowed to make direct distributions (up to $100,000) from your Traditional or Roth IRA account to a charity. Read more in this Tax Strategist.
Your 2013 Tax Bill May Give You a Shocker
Many higher-income taxpayers are in for a shock when their 2013 income tax returns are prepared. In 2013, a significant number of tax increases, and new limitations on deductions, will impact higher income taxpayers. Read more in this Tax Strategist.
Personal Automobile Insurance Policy: Endorsements & Deductibles
You can broaden your personal auto policy coverage or delete certain exclusions by adding an endorsement. Learn how in this Insurance Tip.
Personal Automobile Insurance Policy: Endorsements & Deductibles
You can broaden your personal auto policy coverage or delete certain exclusions by adding an endorsement. Learn how in this Insurance Tip.
Planning Pension Distributions
If you are able to plan your pension withdrawals, you can save considerable tax dollars. Read all about it in this Tax Tip.
Should You Roll Your 401(k) to an IRA?
Investment selection is just one of the many aspects to consider when deciding to roll a 401(k) to an IRA. Read more in this Financial Tip.