Converting Savings to Retirement Income
Your retirement lifestyle will depend on your investment choices and how quickly you draw down your retirement portfolio. Learn more in this Financial Tip.
Rocky Week That Saw a Temporary NASDAQ Halt Results in Mixed Markets
The Fed’s possible tapering of stimulus kept the markets on rocky terrain throughout the week.
Q&A Time: Large Cap Stocks and Borrowing from Your Business
The “Money Talks” hosts address listeners’ questions on Pepsi, T. Rowe Price, Cisco Systems and Potash.
Grandparent-Owned 529 Plan Assets May Hurt Student
Hosts highlight how 529 Plan account ownership can affect financial aid eligibility.
Social Security FAQs
We answer some frequently asked questions on Social Security.
529 plans owned by grandparents may hurt students
Bil Lako, CFP® shares why grandparents should transfer ownership of a 529 plan to the parents. Read why in today’ Marietta Daily Journal.
Patient Protection and Affordable Care Act – Large Employer Mandatory Health Coverage
Beginning in 2015, large employers will be required to offer health coverage for all full-time employees. Learn more in this Business Tip.
Life Insurance Needs: Rules of Thumb
There are some general guidelines that you can use to calculate a basic amount of insurance coverage for yourself. Learn these “Rules of Thumb” in this Insurance Tip.
Eight Tips to Help You Determine if Your Gift Is Taxable
Feeling generous? Gifting money or property? Read our eight tips to determine if your gift is taxable in this week’s Tax Tip.
Time Can Be a Strong Ally in Saving for Retirement
Through the power of compounding, you could be a millionaire. Learn how in this Financial Tip.