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.
Borrowers may find they need to provide lenders with additional documentation that they may not have had to in the past.
Unless you want to pay taxes on money you didn’t earn, be careful when you buy mutual fund shares in December. Read the Article
You can protect your digital assets by including them in your estate plan, just as you would your physical assets. Read more in this Financial Tip.