As a small-business owner, it is in your best interest to discover the true worth of your most valuable asset through a business valuation.
Want to invest in real estate, limited partnerships or small businesses? You can in a self-directed IRA. We explain in this week’s Financial Tip.
A spouse’s death creates a financial crossroad to for you to navigate while grieving. We explain in today’s Marietta Daily Journal. Read the Article
Rules vary from state to state, but most Wills have to be probated; however, you may be able to avoid it. We explain in this week’s Financial Tip.
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
If you were counting on your spouse’s Social Security benefits to provide some of your retirement income, what happens now that you’re divorced? We explain in this Financial Tip.
When going through divorce, it’s important to understand that asset division decisions you make today can meaningfully affect your future. We explain in today’s Marietta Daily Journal. Read the Article
Loaning money to your adult children? Both your finances and your relationship with your child may be at risk. We offer guidance in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses how the stock market may react when the Fed raises interest rates. Read the Article
At 17, retirement isn’t a top priority, but saving to a Roth IRA at 17 could provide a substantial nest egg at 65! Read all about it in this Tax Tip.