Comparing similar life insurance policies? Consider trying the cost index method and the surrender cost index method. Read all about it in this week’s Financial Tip.
The “Money Talks,” hosts discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that tax laws can always change, so you can’t assume a Stretch IRA will always be available. Your financial and estate planning need to be able to account for these changes. Read the article here Disclosures: The investments referenced within this article may currently be traded…
The “Money Talks” hosts take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs.
Federal employees are generally covered under one of two retirement systems. Read all about them in this Financial Tip.
The “Money Talks” hosts discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares both why and how you can keep key employees during an ownership transition of your business.