Kickstart Your College Fund with a 529 Plan
529 Plans are made specifically for college savings. You can contribute a lot, and there are tax benefits too! Learn more in this week’s Financial Tip.
529 Plans are made specifically for college savings. You can contribute a lot, and there are tax benefits too! Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what small-business owners need to consider when developing a retirement plan. Read the Article
Analysts rely on market data from both private and public companies to determine the value of companies. We explain in this week’s Business Tip.
There is a clear connection between health and wealth; therefore, you need to develop plans to manage both. Learn more in this week’s Insurance Tip.
Before you get a part-time job to supplement your income during your retirement years, there are points to consider. Read all about it in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the Fed will reduce their balance sheet and the effect on the economy.
An accounting professional who can leverage their years of experience to your company’s advantage is a good idea. Learn more in this week’s Business Tip.
Many states have begun to allow private insurers to sell state-approved long-term care Partnership policies. We explain what they are in this week’s Insurance Tip.
If tax reform occurs, it may very well include repeal of the federal estate tax and more. Read all about it in this week’s Tax Tip.
New federal student loans disbursed on or after 7/1/2017, and before 7/1/2018 will carry a higher interest rate. Learn more in this week’s Financial Tip.