What is a life insurance trust and why should I consider establishing one?
A life insurance trust can be designed to accomplish a variety of estate planning needs. Learn more in this week’s Insurance Tip.
Borrowing Money to Finance an Education?
Both home equity loans and education loans can generate tax deductions. Each has its own special rules and limitations. Learn what we mean in this Tax Tip.
Prepare Now for a Year-End Investment Review
Almost as important as knowing how your portfolio performed is understanding why it performed as it did. We explain in this Financial Tip.
Naming a Trust as Your IRA Beneficiary
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article
Internal Revenue Code Section 409A (Governing Nonqualified Deferred Compensation Plans)
Nonqualified deferred compensation plans are not governed by ERISA rules, but they must comply with Sec. 409A of the IRS. Learn more in this Business Tip.
U.S. Census Bureau Issues Report on Health Insurance Coverage in 2013
The U.S. Census Bureau reports 86.6% of the population had health insurance in 2013. Learn more in this week’s Insurance Tip.
Retiring and Relocating? Don’t Neglect State Taxes!
Have you considered moving to a tax-friendly state in which to spend your golden years? Find out what we mean in this week’s Tax Tip.
Deadline Approaching for Undoing a 2013 Roth IRA Conversion
You have until Oct. 15, 2014, to undo your 2013 traditional IRA to Roth IRA conversion. Learn why you should consider it in this week’s Financial Tip.
Annuity May Offer Options for Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the new tax benefit for qualified longevity annuity contracts held in an IRA. Read the Article
Customize QuickBooks’ Reports, Make Better Business Decisions
It’s time to take advantage of QuickBooks’ greatest strength: customizable reports. Read all about it in this special QuickBooks Tip.