Congress Gives Small Employer HRAs the Green Light
Small businesses who don’t comply with the Affordable Care Act may be able to avoid penalties with HRAs. We explain in this week’s Insurance Tip.
Excited About the Social Security Benefits Increase for 2017?
Social Security (SS) benefits will receive a COLA increase of 0.3% in 2017—about $4 per recipient. Learn what this means in this week’s Tax Tip.
College Planning: Financial Aid 101
If you don’t have the money to send our child to college, it’s time to learn about financial aid. We explain the basics in this week’s Financial Tip.
Owning vs. Renting—Not Always a Financial Decision
Managing Associate Shawna L. Theriault, CFP®, C.P.A., and Principal Bil Lako, CFP®, explore a listener’s decision whether to rent or buy a house with the profit from the sale of the family home after a divorce. They take a closer look at the tax advantages and lifestyle choices that come with home ownership.
Market Roundup: Mixed Week as NASDAQ Hits Record Highs
Opening the week, declines in Energy sector shares weighed heavily on the S&P 500 index and the Dow Jones Industrial Average as oil prices experienced their biggest daily drop since November.
10 Questions to Ask Your Financial Team When Starting Up
Thinking of starting a business? Assemble your financial team and answer these tough questions first. Read all about it in this week’s Business Tip.
Should I take out a home equity loan to pay for my child's tuition?
Thinking of tapping the equity in your home to pay for your child’s tuition? Know the facts first! We explain in this week’s Financial Tip.
“At What Point do I Need a Financial Adviser?”
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, and Principal Bil Lako, CFP®, lead a conversation about when a household should seek financial guidance from professionals and the type of experts you may want to consult when seeking help with your finances, investments and planning for your future.
Market Roundup: Markets Kick of New Year on Positive Note
The markets regained their footing as the Dow Jones Industrial Average, S&P 500 and the NASDAQ posted week-over-week gains at the close of the first week of the new year.
Purchasing Power and the Ten Year Rule
In today’s Marietta Daily Journal Bil Lako, CFP®, addresses concerns about investing in fixed income and the loss purchasing power because of inflation. Read the Article