If I leave my company, can I take my life insurance policy with me?
You have life insurance through your work. But what happens to it if you leave the company? We explain in this Insurance Tip.
Energy Costs Rise as Tax Incentives Fade
Energy-related tax incentives are fading, but a few remain, including some for home improvements and plug-in vehicles. Read more in this Tax Tip.
Understanding 401(k) Plan Fees and Expenses
Fees and expenses are factors that may affect your investment returns, and therefore impact your retirement income. Read more in this Financial Tip.
Creative Ways to Help Small Businesses Thrive
Coworking and “collaborative consumption” has helped small-business owners find new ways to secure resources. Learn all about it in the Business Tip.
Liability Insurance under Your Homeowners Policy
Will your homeowners insurance cover you if your dog bites your neighbor? Consult the liability section of your policy. Learn more in this Insurance Tip.
Read This Before Tossing Old Tax Records
Now that your taxes are filed, how long should you hold on to your documentation? Read this week’s Tax Tip before you shred!
Tax Rates Increase in 2013
In 2013, if you make more, you’ll be taxed more thanks to the 2012 American Taxpayer Relief Act. Read more in this Tax Tip.
Coordinating Social Security Benefits with Other Retirement Assets
Social Security provides about 40% of your preretirement income. Consider coordinating your benefits with other savings. Read more in this Financial Tip.
In the News: 401(k) Plans That Do the Firing
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why 401(k) plans may oust former employees who participate in the plan. Read the Article
What are the new Section 179 expensing and bonus depreciation rules for 2013?
Business owners: You have to spend money to make money. You still have tax perks to make business purchases. Read all about it in this Business Tip.