Determine if You Have Too Much Debt
In today’s Marietta Daily Journal, Bil Lako CFP®, provides a few formulas to help you determine your level of debt.
Funding a Buy-Sell Agreement with Life Insurance
A buy-sell agreement funded with life insurance can provide cash to your family and ensures your company’s continuity. Read more in this Business Tip.
Reading and Understanding Your Life Insurance Policy
If you have the time and can muster the patience, it’s a good idea to read through your policy. Learn how in this week’s Insurance Tip.
Energy Costs Rise as Tax Incentives Fade
They may be rare, but there are still some energy efficient tax credits available. Learn more in this Tax Tip.
There's Still Time to Contribute to an IRA for 2012
Have you made your 2012 IRA Contribution yet? You still have time. Learn more in this Financial Tip.
2013 Will Hit Higher-Income Taxpayers Hard—Be Prepared
Higher-income taxpayers will feel a significant increase in taxes for which they need to prepare. We highlight two in this Tax Strategist.
Studies: Debt Down in Younger Households
Bil Lako, CFP® highlights some staggering consumer debt statistics (a total of $11.34 trillion) in today’s Marietta Daily Journal.
Health-Care Reform: Replacing Myths with Facts
You may have heard a lot of myths about the Affordable Care Act. We separate healthcare fact from fiction in this week’s Insurance Tip.
Tax Tips for Recently Married Taxpayers
You announced your nuptials to family and friends, but don’t forget to notify the SSA, IRS and USPS. Read more in this Tax Tip.
Why a GRAT Can Be GREAT
A grantor retained annuity trust may allow you to transfer assets to heirs while minimizing gift taxes. Read all about it in this Financial Tip.