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.
ABLE Accounts: A New Savings Tool for Individuals with Disabilities
ABLE accounts allow some individuals with disabilities to save while maintaining eligibility for public benefits. Learn more in this Financial Tip.
Seeking Higher Yields for Fixed Income Investments
Our experts discuss the case of a retired couple seeking to boost the interest they are receiving on their fixed-income portfolio.
In the News: Age Not Only Asset Allocation Factor
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal.