Can I Roll My Traditional 401(k) Account Balance Over to a Roth IRA?
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
In the News: Using Your Financial Plan to Determine Need for Long-Term Care Coverage
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage.
Financial KPIs: What They Are and What You Need to Know
Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week’s Business Tip.
What is funeral insurance, and do I need it?
If you’re concerned your funeral costs will be a burden to your family, you may consider funeral insurance. We explain in this week’s Insurance Tip.
Want to Reduce Required Minimum Distributions and Extend Your Retirement Benefits?
Some seniors may benefit from a qualified longevity annuity contract to lower their RMDs. We explain in this week’s Tax Tip.
Student Loan Debt: It Isn’t Just for Millennials
Student loan debt is real: The 2015 graduating class had an average debt of $30,100. Learn more in this week’s Financial Tip.
In the News: Is the market in a bubble?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you might think the market is in a bubble and why it’s actually not.
Using Home Equity for Business Needs
Before you tap your home equity to fund a business venture, you need to understand the tax ramifications. Read all about it in this week’s Business Tip.
Protecting Your Home from Wind Damage
In most cases, windstorm damage to your home is covered by standard homeowners insurance. But there can be exceptions. We explain in this week’s Insurance Tip.
Deductions Eliminated Under Trump’s Tax Reform Proposal
Tax laws are *always* subject to change. Learn what deductions may be up for elimination in this week’s Tax Tip.