When Is Market Volatility Most Dangerous?
If you’re near retirement, you need to consider your longevity and whether your portfolio will last as long as you do. Read more in this Financial Tip.
How Much Is Needed to Retire?
How much money do you need to retire? Bil Lako, CFP® explains the complicated equation in today’s Marietta Daily Journal. Read the Article
Tax Tips for the Well-Traveled Businessperson
Many business travel related expenses are deductible, but there are rules that you must follow. Read all about it in this Business Tip.
Tax-Deferred Annuities: Are They Right for You?
Tax-deferred annuities can be a valuable tool, but there are other tax-deferred savings plans to consider first. Read more in this Insurance Tip.
Turning 70½ This Year?
At age 70½, you’ll face several decisions regarding your retirement accounts that will affect your taxes. Learn more in this Tax Tip.
Understanding Investment Terms and Concepts
Investment jargon often sounds like a foreign language. Read our primer on understanding investment terms and concepts in this Financial Tip.
Quickbooks Tip: How to Create a Progress Invoice from an Estimate
QuickBooks’ progress invoicing feature will let you bill customers for one segment of a large project as they come. Learn how in this Quickbooks Tip.
In the News: Retirement strategies for your 60s
In the Marietta Daily Journal, Bil Lako, CFP® explains how your need for financial planning continues through retirement.
What to Avoid When Buying a Long-Term Care Insurance Policy
Read our list of eight items you should consider when buying a long-term care insurance policy. Learn more in this Insurance Tip.
Portability of Applicable Exclusion Amount Between Spouses
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.