Mid-Year 2016: An Investment Reality Check
How have the year’s events affected your portfolio? Do a mid-year investment check considering these three points. We explain in this week’s Financial Tip.
Insurance Coverage for Lost Income During an Unexpected Closure
Today’s Marietta Daily Journal: Bil Lako, CFP® explains how business interruption coverage can help a business survive a disaster. Read the Article
Business Credit Life Insurance
Business credit life insurance can guarantee repayment of business loans through a life insurance policy on your life. We explain in this week’s Business Tip.
Employer Offered You Health Insurance but You Got Yours through the Marketplace…You May Be in for an Unpleasant Surprise!
If you were offered “affordable” health insurance at work, you cannot get subsidized insurance through the Marketplace. Learn more in this week’s Insurance Tip.
School’s Out—Who's Going to Take Care of the Kids?
Are the kids struggling with summer boredom? Sending your children to day camp can have tax benefits. Read all about it in this week’s Tax Tip.
10 Years and Counting: Points to Consider as You Approach Retirement
Retiring sounds easy, but have you considered how changes in your income sources affect your standard of living? Read more in this week’s Financial Tip.
Holding Fixed Income in Your IRA, Rather than Your 401(k)
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Business Use of Life Insurance: Life Insurance in Qualified Plans
Businesses can use life insurance to fund a qualified retirement plan, but there are limitations. Read all about it in this week’s Business Tip.
Auto Insurance and Coverage of Other Vehicles
If you have more than one vehicle, it is important to know what your personal auto policy covers. We explain in this week’s Insurance Tip.
How will estate taxes be paid if I leave no provision in my Will?
There are taxes even in death. If you have no estate tax provision in your Will, state laws intervene. Learn more in this week’s Tax Tip.