Four Questions to Ask Before You Open Your Wallet
Ask yourself these questions first, and you may forgo buyer’s remorse and stay on track to meet your financial goals. Learn more in this Financial Tip.
Benefit Plans That Apply: Self-Employed Individuals
Sole proprietors can establish retirement plans for employees, but their own eligibility to participate is limited. We explain in this Business Tip.
Medicaid Penalties and Hardship Exceptions
Transferring assets to qualify for Medicaid can postpone your benefits, but there are exceptions. We explain in this week’s Insurance Tip.
Obamacare Adds New Levels of Complexity to Tax Returns
Substantial reporting requirements have been added to the 2014 tax return to facilitate the ACA insurance mandate. We explain in this Tax Tip.
Does it make Sense Financially for Both Spouses to Work after Our Child is Born?
The hosts of “Money Talks” discuss the economics of both spouses working once they have had children. The experts also talk about some of the tradeoffs a stay-at-home parent should consider and some options for keeping your skill set while raising a family.
Helping Your Parents Manage Their Finances
Talking to your aging parents about their finances isn’t easy. We provide some tips in this week’s Financial Tip.
Retirement Accounts Need Some Year-End Attention
In the midst of all the upcoming holiday fuss, you need to keep track of the year-end deadlines for contributions and distributions from your retirement accounts.
In the News: Retirement Accounts Need Some Year-End Attention
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some year-end deadlines for retirement accounts.
Quickbooks Tip: Basics on Depositing Payments
Small-business owners can streamline the process of moving funds into their bank accounts. We explain in this QuickBooks Tip.
If I'm covered by Medicare, should I have additional health insurance?
Medicare generally won’t cover all of your medical expenses, so you may consider supplemental insurance. We explain in this Insurance Tip.