Is a Stop Limit the Same as a Stop Order?
Stop limits and stop orders aim to get you a specified price on a stock, but they are not for use with every trade. Find out more in this week’s Financial Tip.
Making the most of your gift cards
Received a gift card during the holidays? Bil Lako, CFP®, explains how to make the most of your gift in a Marietta Daily Journal article. Read Article
Q&A on Filing the Federal Financial Aid Application
If your child is starting college this year, now is a great time to start filing the Federal Financial Aid Application. Learn more in this week’s Financial Tip.
Q&A on Filing the Federal Financial Aid Application
If your child is starting college this year, now is a great time to start filing the Federal Financial Aid Application. Learn more in this week’s Financial Tip.
SIMPLE Plans Really Are Simple
SIMPLE plans have eligibility and contribution requirements like most other employer-sponsored retirement plans, however, they allow employees to save a generous amount for retirement. For details on the types of SIMPLE plans and some of the rules that govern them, read this C.P.A. Insight.
Making Financial Resolutions? Look Back at Last Year
Resolving to improve your financial picture in 2012? Look back at what happened in 2011 can help you make some positive changes. Find out more in this week’s Financial Tip.
Financial Planning: Helping You See the Big Picture
Have life goals? A financial plan can help you get there by allowing you to Live Ready for unexpected life changes. Read more in this week’s Financial Tip.
What is Your Net Worth?
Your net worth is equal to your total assets minus your total liabilities. However it might be higher than you think. Read more in this week’s Financial Tip.
The Problem with Do-It-Yourself Estate Planning
The one-size-fits-all fill-in-the-blank forms that do-it-yourself estate planning sources provide may be attractive to some individuals because they cost a fraction of what attorneys typically charge. But is saving a few dollars worth the risk and potentially high cost of doing things incorrectly? Find out in this week’s Financial Tip.
Six Keys to More Successful Investing
We offer six tips to help minimize your loss and maximize your gains when investing in this week’s Financial Tip.