Organizing Your Finances After Your Spouse Has Died
Unfortunately there are a number of financial matters that will need your attention while grieving for a lost spouse. We walk you through it in this Financial Tip.
How Much Auto Insurance Coverage Do You Need?
There can be a gap between the amount of auto insurance you’re required to have and the amount of coverage you need. Read more in this Insurance Tip.
Real Estate Investment Can Quickly Become a Job
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how real estate investing can become a job. Read the Article
Should Life Insurance Be Part of Your Retirement Plan?
We explore situations where life insurance may make sense for retirees. Read more in this Insurance Tip.
Tax Planning with Life Insurance
Tax planning with life insurance involves minimizing the tax consequences of your life insurance decisions. Read more in this week’s Insurance Tip.
Family, Income and Residence Changes Can Affect Your Premium Tax Credit
It is important that you report changes in circumstances—including moving—to the Health Insurance Marketplace. Learn why in this week’s Insurance Tip.
Large Employers Must Offer Affordable Health Coverage Beginning In 2015
Large employers are required to offer health care coverage this year. Learn if this affects your business in this week’s Business Tip.
No Health Insurance? Qualify for Hardship Waiver?
Not having health insurance coverage will impact your 2014 taxes, either by extra forms to fill out or penalties. Read more in this Insurance Tip.
Avoid Tax Surprises: Report Life Changes to the Marketplace
Just as you’d report life changes to the IRS, you’ll also need to report them to the government Health Insurance Marketplace.
Health Savings Accounts Offer Tax Breaks
Income earned on a health savings account balance is income tax-free. Read all about it in this Insurance Tip.