Cash Value Life Insurance for Education Savings
You should not buy life insurance solely for funding college tuition. Consider it only when you have an insurance need. Read more in this Insurance Tip.
Repeated Warning about Phone Scams
Your first contact with the IRS will not be a phone call, but an official correspondence sent through the mail. We explain in this Tax Tip.
Saving or Investing: Is There a Difference?
The terms “saving” and “investing” may be used interchangeably, but understanding how they are different may help you in working toward financial goals for you and your family. We explain in this Financial Tip.
Consider Long-Term Care Before Gifting Assets to Your Heirs
In today’s @mdjonline, Bil Lako, CFP® explains why you need to consider long-term care needs before gifting assets. Read the Article.
Should I buy an existing business or start from scratch?
For some people, the simplicity of starting out in an established business outweighs the disadvantages. Learn what we mean in this week’s Business Tip.
Know the Rules before You Break Open Your Retirement Piggy Bank
Before withdrawing from a retirement plan, carefully consider the resulting decrease in your retirement savings. Read on in this Tax Tip.
Members of the Military: Personal Financial Planning
Military servicemembers have unique sources of income and savings options, making financial planning important. Learn more in this Financial Tip.
How Hands-On Are You With Your Retirement?
Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.
Designations for Special-Needs Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
Securities Regulations from a Business Perspective
Know your regulations: Your attempts to raise capital for your business could be construed as an offering of securities. Read on in this week’s Business Tip.