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.
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.