Annuities in an IRA
In today’s Marietta Daily Journal, Bil Lako, CFP® addresses whether you should have an annuity in an IRA. Read the Article
Gifting Your Business
You may want to consider gifting your business interest to reduce the size of your estate. Learn more about it in this Business Tip.
Designating a Beneficiary for Life Insurance
The beneficiary of your life insurance policy cannot be changed in your Will. Read all about it in this Insurance Tip.
Renting Your Home or Vacation Home
If you are renting your home, you need to be aware of the complicated tax rules known as the “vacation home rental rules.” Read more in this Tax Tip.
Deadline Approaching for Undoing a 2012 Roth IRA Conversion
You could consider “recharacterization” a financial mulligan—it undoes your Roth conversion. Learn more in this Financial Tip.
Bumpy Week as a Result of Government Shutdown
The markets end mixed after a rocky week that include the first federal government shutdown in 17 years.
Q&A Time: Life Insurance, Industrials and Education Services
The “Money Talks” hosts answer listeners’ questions on Industrial stocks and Education Services stocks.
The October 2013 Government Shutdown
The “Money Talks” hosts weigh in on the October 1st government shutdown.
We Recommend Continuing to Dollar Cost Average into the Market
Timing the market hardly ever works, which is why we recommend dollar cost averaging.
Making Annuities More Effective
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses why annuities should be measured for their risk transfer. Read the Article