Some may want to consider taking advantage of a once-in-a-lifetime opportunity to pass wealth to heirs at a reduced tax cost. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only.…
Would your business be able to continue operations while you’re disabled? Surprisingly, there is an insurance for that. Learn all about it in this week’s Business Tip.
If you are thinking of buying a long-term care insurance policy, don’t be swayed by unsubstantiated sales pitches. Read all about it in this week’s Insurance Tip.
Estate planning for wealthy and less wealthy individuals alike deals with the same basic issues. We discuss the need for a will on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general…
The process of claiming an inheritance can be complex, and it helps to be aware of potential tax liabilities. Learn more in this week’s Tax Tip.
Statistically speaking, a woman will outlive her spouse. Read some advance estate planning concepts you should consider. Learn more in this Financial Tip.
The “Money Talks” hosts discuss housing and other economic news that moved the markets.
The “Money Talks” hosts discuss sequestration and what it may mean for the economy.
The “Money Talks” hosts answer several investment and stock questions from listeners.
Bil Lako, CFP®, provides listeners questions regarding their insurance coverages.