Estate Reduction Ensuring Wealth Transfer to Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Why Businesses Need a Disaster Preparedness Program
Would your small business survive a disaster? Thankfully, there are resources to help prepare you. Read the list in this week’s Business Tip.
New Law Brings Some Changes to Medicare
April legislation changed some Medicare provisions. Learn about Income-Related Premium Adjustments and more in this week’s Insurance Tip.
Three College Savings Strategies with Tax Advantages
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
It’s Complicated: Money and Happiness
Money doesn’t buy happiness, per say, but it can help if you spend wisely. We explain in this week’s Financial Tip.
Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
Technology and Energy Stocks Push Markets Lower
During the holiday-shortened week, the markets dipped into the red zone. The Dow Jones Industrial Average began the week with its largest decline in nearly a month (1%), as all 30 Dow components lost ground.
Do Your Homework: College Savings Plans
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
Is Your Hobby a For-Profit Endeavor?
Tax losses apply to business or investment activity. Make sure the IRS doesn’t view your loss as a hobby loss. We explain in this week’s Business Tip.
Qualified Longevity Annuity: Income Protection for a Long Life
Qualified longevity annuity contracts are not included in the value of your IRA or 401(k) for RMD calculations. Learn more in this week’s Insurance Tip.