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.
Don’t Bank Your Retirement on Your Business
Even as a business owner, broadly diversifying your assets may help protect against risk. Read all about it in this week’s Business Tip.
In the News: Special Tax Strategy for Company Stock Could Save Significant Tax Dollars
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k).
What is an ERISA Fiduciary?
ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week’s Business Tip.
Buying a Home Both You and Your Insurer Will Love
Did you know the condition, location and age of the home you buy affects your insurance premiums? Learn more in this week’s Insurance Tip.