SEC Adopts "Regulation Crowdfunding"
Planning to launch your business via crowdfunding? The Securities and Exchange Commission has an opinion on that. We explain in this week’s Financial Tip.
SEC Adopts "Regulation Crowdfunding"
Planning to launch your business via crowdfunding? The Securities and Exchange Commission has an opinion on that. We explain in this week’s Financial Tip.
Case Study: Emotions can Influence our Investment Habits
Our experts explore a listener’s dilemma on timing his 401(k) contributions and whether he should pay off his mortgage before retirement, discussing the decisions from both a financial and emotional standpoint.
Second-Income Analysis: After-Tax Benefit of Both Spouses Working
Is your family better off with one income or two? A second-income analysis can help. We explain in this week’s Financial Tip.
When is the best time to begin claiming Social Security benefits?
The Bipartisan Budget Act of 2015 eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.” Read the article in the Marietta Daily Journal.
Estate Planning Strategies in a Low-Interest-Rate Environment
With interest rates still at or near historic lows, you have several estate planning opportunities.
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.
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. Read the Article
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.
Case Study: Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.