The Use of Trusts as a Beneficiary for Your Retirement Accounts
A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.
Consider Long-Term Care Before Gifting Assets to Your Heirs
In today’s @mdjonline, Bil Lako, CFP® explains why you need to consider long-term care needs before gifting assets. Read the Article.
Should I buy an existing business or start from scratch?
For some people, the simplicity of starting out in an established business outweighs the disadvantages. Learn what we mean in this week’s Business Tip.
Do I Have to Pay Taxes When Working Abroad?
The hosts of “Money Talks” discuss the criteria of the Foreign Income Tax Exclusion and the tax consequences of working abroad.
Know the Rules before You Break Open Your Retirement Piggy Bank
Before withdrawing from a retirement plan, carefully consider the resulting decrease in your retirement savings. Read on in this Tax Tip.
Members of the Military: Personal Financial Planning
Military servicemembers have unique sources of income and savings options, making financial planning important. Learn more in this Financial Tip.
Consistent Investing Can Pay Off
We always maintained that investors should stay invested and not make decisions based on fear of volatility.
How Hands-On Are You With Your Retirement?
Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.
Designations for Special-Needs Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
Securities Regulations from a Business Perspective
Know your regulations: Your attempts to raise capital for your business could be construed as an offering of securities. Read on in this week’s Business Tip.