Sudden Wealth
We all dream of winning the lottery, but even if it’s a small inheritance, sudden wealth will affect your financial goals. Read more in this Financial Tip.
Disability: Often Costlier than a Premature Death
You don’t hesitate to insure your home, your car and other valuable items. So why hesitate to insure something that is much more valuable than all those things?
Busting Retirement Myths
The “Money Talks” hosts address some common retirement myths and determine if there is any truth behind them.
Europe and the Summer of Uncertainty
The markets don’t like uncertainty. We break down what’s going on with Greece and what it means for your portfolio.
Points vs. No Points on a Mortgage
Origination points on a mortgage can lower you interest rate, but only if you stay in the home past the breakeven point.
Conducting a Periodic Review of Your Estate Plan
Life changes like divorce or birth of a child require a review of your estate plan, but there are many other reasons too. Read more in this week’s Financial Tip.
Choosing a Business Entity
Going into business for yourself? We provide some wisdom for those trying to choose a business entity.
Organizing Your Finances After Your Spouse Has Died
Death of a spouse is devastating and comes with major financial decisions. Your financial and insurance advisers can help. Learn more in this week’s Financial Tip.
Selecting the Best Loan Repayment Option
Graduating with Student Loan debt? The government has several repayment options available. We explain in today’s Marietta Daily Journal.
What Happens to My Retirement Benefits if My Employer Goes Out of Business?
You have a 401(k) plan, but what happens if your employer goes out of business? Find out in this Financial Tip.