The Stock Market and Rising Interest Rates
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses how the stock market may react when the Fed raises interest rates. Read the Article
QuickBooks Tip: Make Your Preferences Known in QuickBooks
Customize up each feature you want to use in QuickBooks’ preferences window to tailor it to your business. Learn more in this Quickbooks Tip.
Can I convert all or part of my term life insurance to permanent life insurance?
Only certain term life insurance policies can be converted to permanent life policies–even then, there is a deadline! We explain in this Insurance Tip.
Retirement Savings: The Earlier, the Better
At 17, retirement isn’t a top priority, but saving to a Roth IRA at 17 could provide a substantial nest egg at 65! Read all about it in this Tax Tip.
Retirement Withdrawal Rates
Retiring soon? It’s important to understand how to withdraw so you don’t take out too much or take out too little. Learn more in this Financial Tip.
Should You Retire with a Mortgage Over Your Head?
Paying mortgage payments in retirement? It may be a wiser decision than you think. We explain in this week’s Marietta Daily Journal. Read the Article
Selling Your Business to Family
When selling your business to family, there are certain financing arrangements available to consider. Learn all about them in this week’s Business Tip.
The Fundamentals of Disability Insurance
Your chances of being disabled for longer than three months are greater than your chances of dying prematurely. We explain the importance of Disability Insurance in this week’s Insurance Tip.
I owe a large amount of money to the IRS. Can I pay what I owe in installments?
You may be able to pay what you owe through an installment agreement with the IRS. We explain in this week’s Tax Tip.
How Does Your 529 Plan Stack Up Against the Competition?
Unhappy with your current 529 Plan? Consider a “same beneficiary rollover” to a new plan. Learn your options in this week’s Financial Tip.