When to convert from traditional IRA to Roth
Is it better to convert your IRA to a Roth IRA? No surprise–it depends on several factors. Bil Lako, CFP® explains in today’s Marietta Daily Journal. Read the Article
Should I become a franchise owner?
It’s best to review the possible pros and cons of franchising before making any commitments. Read all about it in our Business Tip.
Do I need to purchase flood insurance even if I don’t live in a high-risk area for floods?
Flood insurance isn’t as simple as a rider on your homeowner’s policy. It is a specialized policy. Learn all about it in this week’s Insurance Tip.
It’s Tax Time! Are You Ready?
Before you meet with your C.P.A., use our guide to get your records in order! Read all about it in this week’s Tax Tip.
Points to Consider If Your Retirement Goal Seems Out of Reach
As with many of life’s challenges, it may help to focus less on the big picture of retirement and more on the details. We explain in this week’s Financial Tip.
A Decrease in Income Creates an Opportunity for a Roth Conversion
Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.
Higher Yields for Your Fixed-Income Portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses an option for those seeking higher yields on fixed investments. Read the Article
What is Stop-Loss Insurance?
Businesses that self-insure may consider stop-loss health insurance to help guard against the risks involved. Read more in this Business Tip.
Don’t Underestimate the Need for Disability Insurance
What would happen if you suffered an injury or illness and couldn’t work for days, months, or even years? Learn why disability insurance is important in this week’s Insurance Tip.
Last-Minute Tax Tips
Even for procrastinators, there is still time to take advantage of some last-minute tax tips. Read more in this week’s Tax Tip.