In the News: The peace of mind of having money when you need it
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how a laddered bond portfolio can give you peace of mind that you’ll likely have money when you need it.
The Advantages and Disadvantages of Owning a Franchise
Owning a franchise can be a great way to break into the world of entrepreneurship. However, franchising isn’t for everyone.
Six Tips To Reducing Debt
Your personal finances can benefit from a good spring cleaning! Read our six tips to reducing debt.
Due Date Approaches for 2019 Federal Income Tax Returns
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together.
Buy/Sell Agreements
In this episode of our Small Business Minute, Research Analyst Nick Antonucci, CVA, CEPA, discusses buy/sell agreements and how it can protect both the business and business owners should something happen to an owner and his or her interest in the company need to be sold.
The Peace of Mind of Having Money When You Need It
The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.
Is It Time to Review Your IRA Estate Planning Strategies?
The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.
In the News: Charitable giving using life insurance
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how using life insurance could significantly increase how much you donate to your favorite charity.
Employer’s Pension Startup Credit Substantially Increased
If you are considering establishing a qualified pension plan for your business, you may be entitled to the Credit for Small Employer Pension Startup Costs.
Four Ways You Can Improve Your Credit Report
We explain four things you can do to help you improve what’s on your credit report.