In the News: Is it possible to recession-proof your portfolio?
In today’s Marietta Daily Journal, Bil Lako, CFP®, answers the question, “Given the current market, it is possible to “recession-proof” your portfolio?”
Alzheimer’s Disease Myths and Facts Quiz
The probability of needing long-term care is growing. According to the U.S. Department of Health and Human Services, Americans turning age 65 today have nearly a 70% chance of needing some type of long-term care services in their remaining years.¹ There are many reasons why you may need long-term care, but one of the growing…
Is there any way to get out of a car lease?
A Lease is a Legally Binding Contract Simply put, yes. You can get out of a car lease, but it won’t be cheap. A lease is a contract, which means it’s a legally binding agreement. Some contracts contain loopholes or escape clauses. However, leasing companies pay attorneys big money for these carefully drafted, loophole-free agreements.…
Talking to Your Teen About Money
You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money? While it may be a tricky topic to broach, odds are that your teenager will rely on you to learn basic financial management skills. And the teenage years can be a…
In the News: Term life insurance: Replacement may be easier than expected
Term life insurance: Replacement may be easier than expected.
Should I consider requesting a deferment or forbearance for my federal student loans?
Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are not alone. According to the Federal Reserve, 20% of individuals with outstanding student loans were behind on their payments in 2017.1 You may want to consider requesting a deferment or…
Year-End Charitable Giving
The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning. Tax Deduction for Charitable Gifts If you itemize deductions on your federal income tax return, you can generally deduct your gifts to qualified charities. This may also help you potentially…
Business Owners: What’s Your Plan for Retirement?
If you’re a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you’ll need to live comfortably? What if you become ill and have to sell your business…
Term Life Insurance: Replacement May be Easier Than Expected
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Director of Insurance Planning, Jim Crone, CLU®, CFS, who brings his insight to insurance planning and taking a closer look at your term life policies that are about to expire.
In the News: Tactical year-end financial moves to help improve your financial situation
Bil Lako, CFP®, explains that if you own stocks or mutual funds, there are some moves at year-end that might help your financial situation.