Retiring Early and Investing Reduced Benefits
Even though they may have enough saved assets to retire early, many investors still have concerns about taking retirement benefits early at a reduced rate. Read our Article in the Marietta Daily Journal
Five Steps to Tame Financial Stress
Stress can contribute health issues. Good news is you can take steps to reduce some of your financial stress. We explain in this week’s Financial Tip.
Five Accounting Tips to Manage Your Small Business
Business Owners: Five tips for making your accounting easier to manage. Read all about them in this week’s Business Tip.
Strategies to Provide Adequate Resources for Survivors in the Event of Premature Death
Death might be inevitable in your old age, but you can minimize the financial blow a premature death may cause. Learn more in this week’s Insurance Tip.
Using the Home Sale Gain Exclusion for More than Just Your Home
By following the rules with careful planning, the tax code allows the home sale gain exclusion every two years. Learn more in this week’s Tax Tip.
What’s New in the Housing Market for 2015?
The housing market has finally hit a comfortable stride, but home ownership is still more affordable than renting. Read all about it in this week’s Financial Tip.
What's New in the Housing Market for 2015?
The housing market has finally hit a comfortable stride, but home ownership is still more affordable than renting. Read all about it in this week’s Financial Tip.
Financial decisions in becoming a stay-at-home parent
In today’s Marietta Daily Journal: Bil Lako, CFP® highlights the financial considerations of becoming a stay at home parent. Read the Article
Tips for Taxpayers Starting a New Business
Several new tax responsibilities come when you start a business. Learn all about them in this week’s Business Tip.
Why does an insurance company require an insurable interest before I buy a life insurance policy?
Buying an insurance policy on Grandma? You first must expect a financial loss in the event of her death. We explain in this week’s Insurance Tip.