Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
Health Insurance/Group Medical Used in Business
Health care coverage is a great employee benefit, and employers have choices in what they offer. We explain in this week’s Business Tip.
What types of nursing care does long-term care insurance cover?
Long-term care is generally defined by three different levels. Learn more in this week’s Insurance Tip.
Understanding the Fine Points of Capital Gains and Losses
Capital gains and losses don’t just apply to stocks. The rules also vary depending on the type of property the asset is. Read all about it in this week’s Tax Tip.
New Rules Affect Retirement Savings Advice
DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.
Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
Market Roundup: Positive Week as Oil Prices Increase
Indices began the week with gains as energy stocks stepped up on a slight dip in crude oil. Crude pared earlier losses as the session progressed. The markets closed with mixed moves on Tuesday when both the Dow Jones Industrial Average and S&P 500 index tacked on some points while the NASDAQ traded slightly into red territory.
Accommodating Longevity Risk in Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
Don’t Have a Retirement Plan? Maybe a SEP Is the Answer
Just finished your business’s books for 2015? You have up to the due date of your business tax return to establish a SEP. Learn more in this week’s Business Tip.
Life Insurance Ownership and Beneficiary Designations
Not coordinating your life insurance policy’s ownership & beneficiary designations, may nullify its purpose. Read more in this week’s Insurance Tip.