Unpaid Debt Can Take Your Refund
Your tax refund can be taken to pay debts that are past due. Learn which debts this applies to in this week’s Tax Tip.
Changes to Social Security Claiming Strategies
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
In the News: A Slowdown Presents an Opportunity to Buy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that while the markets are down, it is more important to look long-term.
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.
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.