Want to Reduce Required Minimum Distributions and Extend Your Retirement Benefits?
Some seniors may benefit from a qualified longevity annuity contract to lower their RMDs. We explain in this week’s Tax Tip.
Student Loan Debt: It Isn’t Just for Millennials
Student loan debt is real: The 2015 graduating class had an average debt of $30,100. Learn more in this week’s Financial Tip.
In the News: Is the market in a bubble?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you might think the market is in a bubble and why it’s actually not.
Using Home Equity for Business Needs
Before you tap your home equity to fund a business venture, you need to understand the tax ramifications. Read all about it in this week’s Business Tip.
Protecting Your Home from Wind Damage
In most cases, windstorm damage to your home is covered by standard homeowners insurance. But there can be exceptions. We explain in this week’s Insurance Tip.
Deductions Eliminated Under Trump’s Tax Reform Proposal
Tax laws are *always* subject to change. Learn what deductions may be up for elimination in this week’s Tax Tip.
Withdrawal Options for Your Thrift Savings Plan (TSP)
Federal civilian employees and military personnel have several options to withdraw from their Thrift Savings Plan. Learn more in this week’s Financial Tip.
In the News: Your Will, Your Wishes: Beneficiary Coordination a Must
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how important beneficiary designations are to passing your wealth.
Setting Up a SIMPLE IRA Plan: It’s Simple!
Small-business owners can offer employees a SIMPLE IRA to save for retirement. It’s really simple! We explain in this week’s Business Tip.
Liability Coverage under Your Personal Auto Insurance Policy
State laws require you to have car insurance. We explain your liability coverage portion in this week’s Insurance Tip.