What is a family limited partnership, and will it help reduce estate taxes?
A family limited partnership can be a powerful estate planning tool for business owners. We explain in this week’s Business Tip.
What are my health-care options if I retire early?
Retiring early? You need to consider your health care coverage options until you’re eligible for Medicare. Learn more in this week’s Insurance Tip.
Ten Year-End Tax Tips for 2016
It may not even be Halloween yet, but it’s time to think about your year-end tax moves. Read all about it in this week’s Tax Tip.
Earnings Call: A Closer Look at Financial Reports
Companies report earnings every quarter. Learn how to interpret the reported news in this week’s Financial Tip.
In the News: Keeping politics out of your portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why who the president of the United States is has little to do with the performance of your portfolio.
Retain and Reward Key Employees with an Executive Bonus Plan
One way business owners can reward key employees is by offering a nonqualified executive bonus plan. Read all about it in this week’s Business Tip.
How long will I have to pay for private mortgage insurance?
Paying PMI on your mortgage? Good news is it won’t last forever. We explain in this week’s Insurance Tip.
Back to School? Tax Breaks May Help to Pay the Cost!
If you’re headed back to college this fall, be sure to learn about the tax breaks that can help defray the cost. Learn more in this week’s Tax Tip.
Five Things to Know About Inherited IRAs
If you’re the beneficiary of an IRA, you need to be aware of the special rules concerning RMDs. We explain in this week’s Financial Tip.
Avoiding RMDs: Work Forever or Give It All Away
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains you can delay paying taxes but you can’t avoid them altogether. Read the Article