Are You Prepared for Long-Term Care Expenses?
Chances are high that you or a loved one will need long-term care. Are you prepared for the expense? Learn more in this week’s Insurance Tip.
Borrowing Money to Finance an Education?
Borrowing funds to finance an education? You may consider a borrowing against your home because of the tax benefits. We explain in this week’s Tax Tip.
Considering a New Employment Opportunity
Despite the time and energy you spend evaluating, the hardest part is deciding whether to accept the job offer. We explain in this week’s Financial Tip.
In the News: Profitable Businesses have an Opportunity to Optimize Tax Situation for 2017
In today’s Marietta Daily Journal: Per Bil Lako, CFP®, small businesses can make moves to minimize their tax situation for 2017.
Social Security and Medicare Trustees Reports: Financial Challenges Continue
Latest reports indicate both the Social Security and Medicare Trust Funds still face financial challenges. Read more in this week’s Insurance Tip.
Are You Ignoring the Household Employee Payroll Rules?
If you hire a domestic worker to provide services in your home, you may have a tax liability that you don’t know about. Read all about it in this week’s Tax Tip.
Kickstart Your College Fund with a 529 Plan
529 Plans are made specifically for college savings. You can contribute a lot, and there are tax benefits too! Learn more in this week’s Financial Tip.
In the News: Small Businesses can Tailor a Retirement Plan to their Needs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what small-business owners need to consider when developing a retirement plan. Read the Article
Business Valuation: How Should You Translate Market Data?
Analysts rely on market data from both private and public companies to determine the value of companies. We explain in this week’s Business Tip.
The Health-Wealth Connection
There is a clear connection between health and wealth; therefore, you need to develop plans to manage both. Learn more in this week’s Insurance Tip.