And Baby Makes Three
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.
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.
Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
A family limited partnership can be a powerful estate planning tool for business owners. We explain in this week’s Business Tip.
Our experts discuss a listener’s desire to use an old 401(k) balance to pay down his child’s student loans, and why it may not be a wise decision to do so.
Our experts discuss the change to using the prior-prior tax year on the Free Application for Federal Student Aid, and how it can affect how you withdraw from grandparent-owned 529 plans.
If you own a business, you may consider hiring your minor children to provide extra help and save on taxes. We explain in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights some considerations when going back to school as an adult. Read the Article
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
Second marriages can bring a certain amount of financial complexity that was not likely present in a first marriage. We explain in this week’s Marietta Daily Journal. Read the Article