Long-Term Care: An Integral Part of Your Financial Plan
Statistics show that fewer than 30% of Americans older than 50 have taken steps to address their long-term care risk. We explain what to do in this week’s Insurance Tip.
What's the Difference Between a Direct and Indirect Rollover?
If you leave your employer, you can roll over your 401(k). How you do it may have tax consequences. We explain in this week’s Financial Tip.
Can the IRS Waive the 60-Day IRA Rollover Deadline?
Did you miss the 60-day rollover deadline for your IRA due to extenuating circumstances? All hope is not lost. Read all about it in this week’s Tax Tip.
Important Tax Changes for Small Businesses
Tax changes made in Dec. 2015 can greatly affect business’ tax returns for 2016! Read all about them in this week’s Business Tip.
Disability Insurance Policy Options and Riders
Disability insurance policies can be tailored to your needs. Learn about options and riders to customize your policy in this week’s Insurance Tip.
Digital Deception: Current Trends in Cybercrime
Cybercrime poses a real threat to your finances. Know where you’re vulnerable and how to protect yourself in this week’s Financial Tip.
Standard Mileage Rates for 2017
Standard mileage rates decreased for 2017, but taxpayers always have the option of calculating the actual costs. Learn more in this week’s Business Tip.
Actively managed 401(k)s can help avoid skewed allocations
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.
How do I determine how much renters insurance I need?
Your landlord’s insurance doesn’t cover your stuff. So how much renters insurance do you need? We explain in this week’s Insurance Tip.
Adopt Advance Medical Directives for Health Care
At some point, you may lack the capacity to make health-care decisions. Planning ahead with advance medical directives can help ensure your wishes are followed. Learn more about these directives and how to decide if they’re right for you.