Insurance for Your Vacation Home
If you have a vacation home or second property you need insurance specifically designed for your property. Learn more in this week’s Insurance Tip.
Is Solar Energy Right for You?
Thinking about going green? Before you leap, consider the tax and financial aspects of solar electric systems. We explain in this week’s Tax Tip.
Developing Permanent Legacy with a Private Family Foundation
Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
Market Roundup: Down Week as Hurricanes Curtail Consumer Spending
The holiday-shortened week kicked off on Tuesday after being closed Monday for Labor Day. However, retail gas prices surged as Hurricane Harvey forced refineries to shut down, leading to curtailed petroleum shipments. The Dow Jones Industrial Average fell 1.1%, its biggest one-day loss since Aug 17, while the S&P 500 declined 0.8%.
In the News: Case for Dollar Cost Averaging: Great Recession
In today’s Marietta Daily Journal: Bil Lako, CFP® explains how dollar cost averaging would have worked during the Great Recession
QuickBooks Tip: Best Practices for QuickBooks Online
QuickBooks Online has many best practices that can help you streamline your workflow and provide financial insight. Read more in this special QuickBooks Tip.
Medicare and Your Employer Health Plan
When you’re eligible for both Medicare and your employer’s health coverage, you’ll need navigate an array of rules. Learn more in this week’s Insurance Tip.
Five Common Financial Aid Myths
Financial aid is confusing—you got that right! But don’t be misled by these five misconceptions. Read all about it in this week’s Financial Tip.
Does Your Business Need a Buy-Sell Agreement?
A buy-sell agreement establishes its price and provides cash to complete the business purchase should one owner leave. We explain in this week’s Business Tip.
Life is for the Living, and so is Life Insurance
If something were to happen to you, would your family be able to manage financially? Life insurance can help. Read all about it in this week’s Insurance Tip.