Retirement Plans for Tax-Exempt Organizations
As an tax-exempt organization, you can offer an employer-sponsored retirement plans, but note the regulatory differences. We explain in this week’s Business Tip.
Private Health Coverage: Providers and Delivery Systems
HMO, PPO, POS, EPO, and Exchanges. It can make your head spin! Learn how these health coverage providers affect you in this week’s Insurance Tip.
Don’t Be a Victim to IRS Phone and E-Mail Scams
IRS phone and email scams have reached epidemic proportions. Learn what the IRS will and will not do in this week’s Tax Tip.
Tapping the Equity in Your Home
You may see the equity you have in your home is a reservoir of funds, but there are pros and cons to using it. Learn more in this week’s Financial Tip.
A Slowdown Presents an Opportunity to Buy
Our experts discuss 2016’s turbulent start and what active investors should be looking for in the market today.
Market Roundup: Markets Close Week Down More than 2%
The indices closed mixed on Monday with late day trading leading the Dow and S&P 500 into the green zone. The NASDAQ shed some points, and Small-Cap stocks briefly fell into a bear market.
Emotions Can Influence Our Investment Habits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article
Retirement Plans Most Appropriate for Corporations
Corporations can offer several types of retirement plans to employees. Read our overview in this week’s Business Tip.
Life Insurance and Charitable Giving
When a charity is the beneficiary of your life insurance policy, you’re able to give more than you otherwise could afford. Read how in this week’s Insurance Tip.
Are Legal Expenses Tax Deductible?
Are your legal expenses tax deductible? No surprise, it’s complicated—especially for divorces and businesses. Learn more in this week’s Tax Tip.