Investing Outside of Your Financial Adviser
Is it OK to have an investment account that your financial adviser doesn’t know about?
Your First Job Is the Time to Start Planning For Retirement
Bil Lako, CFP® and Dr. Gene explain which accounts a new investor should use to save for retirement.
Creative Ways to Help Small Businesses Thrive
Coworking and “collaborative consumption” has helped small-business owners find new ways to secure resources. Learn all about it in the Business Tip.
Liability Insurance under Your Homeowners Policy
Will your homeowners insurance cover you if your dog bites your neighbor? Consult the liability section of your policy. Learn more in this Insurance Tip.
Read This Before Tossing Old Tax Records
Now that your taxes are filed, how long should you hold on to your documentation? Read this week’s Tax Tip before you shred!
Tax Rates Increase in 2013
In 2013, if you make more, you’ll be taxed more thanks to the 2012 American Taxpayer Relief Act. Read more in this Tax Tip.
Coordinating Social Security Benefits with Other Retirement Assets
Social Security provides about 40% of your preretirement income. Consider coordinating your benefits with other savings. Read more in this Financial Tip.
In the News: 401(k) Plans That Do the Firing
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why 401(k) plans may oust former employees who participate in the plan. Read the Article
What are the new Section 179 expensing and bonus depreciation rules for 2013?
Business owners: You have to spend money to make money. You still have tax perks to make business purchases. Read all about it in this Business Tip.
Happy Healthday! HSAs Turn 10
HSAs celebrate their 10th anniversary in 2013. If you are eligible to save money in an HSA but don’t currently take advantage of it, you may want to consider whether its many potential benefits may be right for you. Learn more in this Insurance Tip.