Congress closed some unintended loopholes regarding claiming Social Security benefits. Read all about it in this week’s Financial Tip.
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
It’s not too late to make an IRA contribution for 2015. Better still, it may be tax deductible! Learn more in this week’s Financial Tip.
You can delay your first required minimum distribution, but then you will have to take two distributions that year. We explain in this week’s Financial Tip.
You can delay your first #RMD, but then you will have to take 2 distributions the next year.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to save for retirement if an employer plan is not available. Read the Article
Have all the numbers you need for financial planning in one place! Our Annual Limits reference sheet. Download the PDF
If you’re approached with an early retirement package, carefully review it to ensure it is indeed a good offer. We explain what to look for in this week’s Financial Tip.
Our experts explore saving for retirement when an employer-sponsored plan is not available.
Executive bonus plans often employ life insurance, but policies have to be structured properly and managed prudently. We explain in this week’s Marietta Daily Journal. Read the Article
You can’t time the market, but you can time a Roth IRA conversion to save on the taxes due. We explain in this week’s Tax Tip.