Is it a Bad Fit or is it a Bad Adviser?
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
Interest earnings on cash values in an Indexed Universal Life policy are tied to the performance of a market index. Read all about it in this Insurance Tip.
Health insurance premium subsidies are determined using estimated household income and family sizes. Learn more in this Tax Tip.
Your first full-time job after graduation is the perfect time to get started right with your personal finances. Read more in this Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why the Bitcoin is considered property rather than currency. Read the Article
Gifting your business interest allows for more flexibility than selling your business outright. Learn more in this Business Tip.
If your well-deserved vacation is canceled or cut short, will you be able to get any of the money you’ve spent back? Find out in this Insurance Tip.
A recent Tax Court Case ruled the once-per-year rollover applied to the aggregate of all of the taxpayer’s IRA accounts. Does this affect you? Find out in this Tax Tip.
If college expenses are more than you anticipated, there are ways to find the money to keep your student enrolled. Learn more in this Financial Tip.
‘Tis the season for gifting! And you thought it was just at Christmas. With weekends packed with graduation parties and weddings, there are plenty of opportunities to trigger the gift tax.