The Cost of a Wedding
Your wedding will likely be the priciest party you’ll have in your lifetime. Buckle down and look at the numbers! We explain in this week’s Financial Tip.
In the News: Reverse Mortgages and Their Possible Effect on Long-Term Care
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a reverse mortgage can affect your long-term care options.
Deducting Convention Expenses
Planning on writing off that business convention trip to London? Before you do, know what is deductible. We explain in this week’s Business Tip.
Alternatives to Long-Term Care
Too late or too expensive to buy long-term care? There are alternatives that may be worth considering. Learn more in this week’s Insurance Tip.
Four Numbers You Need to Know
It’s true: Personal finance is all about the numbers. Read all about the four numbers you need to pay attention to in this week’s Financial Tip.
In the News: Is Paying Off Your Mortgage Really the Best Advice?
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money.
Does Your Business Have a Buy-Sell Agreement?
A buy-sell agreement in place may allow business partners to avoid the often ugly reality of business separation.
Types of Insurance
Different types of insurance cover a variety of risks. You can insure your life, your health, your home and more. Learn the basics in this week’s Insurance Tip.
Estimating Your Tax Withholding
You should have just enough taxes withheld to prevent you from incurring penalties when your tax return is due. We explain in this week’s Tax Tip.
Are You Ready to Retire?
We’re all ready to quit getting up at 6 a.m. to go to work, but are you financially ready to retire? Read the questions to ask yourself in this week’s Financial Tip.