Factors to Consider When Investing for Retirement
Bil Lako, CFP® and Dr. Gene Henssler discuss the three main factors you should consider when investing for retirement, and how they are related.
Portfolio Construction and Review
The “Money Talks” hosts discuss why you still need to monitor your portfolio as a long-term investor.
Life Insurance Riders and Their Reputation
Bil Lako, CFP® explains how by adding riders without considering your personal situation, you run the risk of over insuring. Read the article in today’s Marietta Daily Journal
What are health reimbursement arrangements?
Health reimbursement arrangements are another option employers have for offering health benefits to their employees. Learn more in this Business Tip.
Types of Private Disability Income Insurance Policies
Since Social Security disability insurance is limited in scope, many individuals are buying private disability policies. Read all about it in this Insurance Tip.
Getting Hit With the Alternative Minimum Tax?
The AMT is an extremely complicated area of tax law that requires careful planning to minimize its effects. Learn more in this Tax Tip.
15 Facts about Social Security
Social Security has grown to include several other benefits; therefore, it’s likely it will play a role in your future. Read more in this Financial Tip.
Hybrid Life Insurance, Long-Term Care Policies
We explain insurance policies that blend permanent life insurance with a long-term care rider.
Five Ways to Accelerate Your Receivables in QuickBooks
Read our five tips for faster, more accurate invoicing! Learn more in this QuickBooks Tip.
Credit for Small Employer Health Insurance Premiums
Small businesses may be eligible for a tax credit for paying the health insurance premiums for employees. Read more in this Insurance Tip.