What is the Roth IRA Five-Year Rule?
Roth IRAs have some unique rules regarding withdrawals, and five years is a magic number. We explain in this week’s Financial Tip.
How an Inheritance Affects Your Financial Plan
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
In the News: Retirement Plans for the Self-Employed
As a small-business owner or self-employed individual, there are several factors that can influence your choice of retirement plans.
7 Ways to Boost AR Collections and Improve Cash Flow
Accounts receivable is integral to your business. We offer tops for boosting collections and improving cash flow in this week’s Business Tip.
Use of Personal Life Insurance Trusts
An irrevocable life insurance trust is the most widely used trust for insurance planning. Learn why in this week’s Insurance Tip.
Don’t Panic if You Receive an IRS Notice
They’re not love letters. They’re IRS notices. DO NOT PANIC! Each notice explains what to do to satisfy the inquiry. Learn more in this week’s Tax Tip.
Prepaid Funeral Arrangements Can Have Grave Consequences
If you are pre-paying for funeral expenses, there are several areas to address before agreeing to the arrangement. We explain in this week’s Financial Tip.
Retirement Plans for the Self-Employed
Our experts tackle a case study of a lawyer who has recently opened her own firm and is overwhelmed by the retirement savings opportunities. They explain what plans generally work best for the self-employed, and what plans can accommodate employees, should she hire in the future.
Investing Through the Next Market Correction
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why timing the market is nearly impossible. Read the Article
Five Things You Should Know in 2015 About the ACA
The healthcare coverage your business provides employees under the ACA must meet certain criteria. We explain in this week’s Business Tip.