What it Means to be a Financial Caregiver for Your Parents
If you have to help your parents manage their finances in the future, first you’ll need the legal authority to do so. We explain in this week’s Financial Tip.
If you have to help your parents manage their finances in the future, first you’ll need the legal authority to do so. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should stay the course, given the uncertainty ahead. Read the Article
Help your employees save for the future. Consider auto enrolling them in your 401(k) plan. We explain in this week’s Business Tip.
Some of our basic habits may leave us vulnerable to ID theft and scams. Learn what you can change in this special Insurance Tip.
It’s best to know the rules for gifting, otherwise you may end up making a gift of taxes to the IRS. We explain in this week’s Tax Tip.
Baby boomers who are behind in their retirement savings can grow their nest eggs with catch-up contributions. Learn more in this week’s Financial Tip.
The financial firm’s staff participated in the Center for Family Resources’ annual Thanks for Giving food drive.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why deferring income and accelerating deductions means more this year. Read the Article
If the full amount of a required minimum distribution isn’t taken, the penalty is 50% of the amount you didn’t withdraw. Read all about it in this week’s Tax Tip.
Dementia affects more than 2.4 million Americans. Memory loss should be considered when planning for retirement. Learn more in this week’s Financial Tip.