Selecting a Financial Professional: Brokers and Advisers
Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with.
KSU’s Music Department a Treasure in Our Own Backyard
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
Save While You Can — Make a ’14 IRA Contribution
You still have time to make an IRA contribution for 2014. Bil Lako, CFP® tells you how in today’s Marietta Daily Journal. Read the Article
Target Benefit Plan
A target benefit plan is a type of money purchase pension plan that generally benefits older participants. Learn more in this Business Tip.
Understanding Annuity Expenses
Just as the terms of annuities vary, so do the expenses and fees. Understand what you’re purchasing. We explain in this Insurance Tip.
Tuition for School to Treat Learning Disabilities is Deductible
Tuition paid to a specialized school for students with multiple learning disabilities may be tax deductible. We explain in this Tax Tip.
Protect Yourself against Identity Theft
Don’t leave yourself vulnerable to identity theft. There are steps you can take to protect yourself. Read all about it in this Financial Tip.
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.