Choosing a Financial Expert: Brokers & Advisers
Generally, a Registered Investment Adviser will design a plan for your future, rather than sell a product. We explain in today’s Marietta Daily Journal. Read the Article
Will the Interest on Your Vehicle Loan be Deductible?
If you pay interest on a loan for a vehicle used for business, part of the interest may be tax deductible. We explain in this Business Tip.
Comparing Long-Term Care Insurance Policies
Long-term care insurance policies are not standardized. Learn what to look for when comparing policies in this week’s Insurance Tip.
Don't Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Don’t Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Converting Your After-Tax 401(k) Dollars to a Roth IRA
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.
KSU's Music Department a Treasure in Our Own Backyard
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
KSU’s Music Department a Treasure in Our Own Backyard
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
Save While You Can — Make a ’14 IRA Contribution
You still have time to make an IRA contribution for 2014. Bil Lako, CFP® tells you how in today’s Marietta Daily Journal. Read the Article
Target Benefit Plan
A target benefit plan is a type of money purchase pension plan that generally benefits older participants. Learn more in this Business Tip.