2012 Annual Limits Relating to Financial Planning
Need to know the contribution limits for the various retirement accounts? We have your answers! View the Sheets
Preretirement
Preretirement is the stage of life when you can solely focus on planning and saving for your retirement years. Learn more about Preretirement in this week’s Financial Tip.
Making the Most of Your Gift Cards
Bil Lako, CFP®, shares his financial insight into giving and receiving a gift card.
Estate Tax is Portable—For Now
For 2012, the basic estate tax exclusion amount is portable between spouses.
Debt Payment Strategies
Before starting any debt payoff strategy (or combination of strategies), be sure you understand the terms of your debts, including any penalties for prepayment. Read more in this week’s Financial Tip.
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.