Making the Most of Your 401(k) Plan
The more you can save for retirement the better! Learn how to get the most out of your 401(k) plan in this week’s Financial Tip.
Why Refinancing Can Help You
Bil Lako, CFP® discusses the financial advantage to refinancing a mortgage in today’s Marietta Daily Journal.
Questions and Answers about Social Security
Sure you pay Social Security taxes, but how much do you know about the actual program? Learn more in this Financial Tip.
Q&A Time: Easy Retirement Plan and HollyFrontier
Hosts discuss retirement planning by simply saving your age plus two zeros.
Fiscal Cliff…What Fiscal Cliff?
Bil Lako, CFP® highlights some of the basics coming out of Congress’ fiscal cliff legislation, including changes to the alternative minimum tax.
The Economics of Borrowing from Your 401(k)
Before you raid your 401(k) balance for a loan, you should carefully consider the long-term opportunity cost. Learn more in this Financial Tip.
Considering a Roth Conversion
With higher taxes coming, it may be wise to consider a Roth conversion before 2013. Read all about it in this Marietta Daily Journal blog post. This article is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler…
IRA and Retirement Plan Limits for 2013
IRA limits are increasing in 2013, including how much you can save and income limits for determining tax deductibility. Read all about it in this Financial Tip.
Roth IRA Conversions: Opportunities and Deadlines
2012 may present an opportunity to convert a traditional IRA to a Roth IRA at a potentially lower tax cost. Learn why in this week’s Financial Tip.
401(k) Wraparound Plan
Looking for a benefit for highly compensated employees? Consider a 401(k) wraparound plan. Read more in this week’s Business Tip.