Even as a business owner, broadly diversifying your assets may help protect against risk. Read all about it in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k). Read the Article
ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week’s Business Tip.
Did you know the condition, location and age of the home you buy affects your insurance premiums? Learn more in this week’s Insurance Tip.
Indices concluded trading in the red zone on Wednesday. Financial brands such as JPMorgan, Wells Fargo, and Bank of America stood out among decliners. Stocks dipped in the wake of so-called “DC drama.” Meanwhile, crude oil prices ticked up on inventory news.
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan. Watch the Video
If you’re becoming a parent, you need to consider your budget, insurance coverage, estate plan and more! Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider. Read the Article
Bags Packed? Before you head out, you need to know how your health insurance works out of state or out of country. Learn more in this week’s Insurance Tip.