Top Financial Concerns of Baby Boomers, Generation Xers and Millennials
What do Baby Boomers, Gen Xers and Millennials have in common? Concerns about their financial situations. Read all about it in this week’s Financial Tip.
Personal Liability Insurance: Protecting What You Have and What You Will Earn
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can protect your assets from risks you incur in your everyday life. Read the Article
Nine Finance Tips All Business Owners Should Follow
As a business owner, you’re an expert in your industry. Learn 9 tips to help you manage behind the scenes in this week’s Business Tip.
IRS Announces New Waiver Procedure for Taxpayers Who Inadvertently Miss the 60-day Rollover Deadline
Planning an indirect rollover and missed the 60-day deadline? The IRS allows 11 exceptions that may help you. We explain in this week’s Tax Tip.
New Real Estate Sector Puts Equity REITs in the Spotlight
Breaking real estate out of the Financials sector acknowledges that the industry’s business models and ties to underlying property markets produce a distinctive risk-return profile, including a relatively low correlation to the rest of the stock market. Learn more in this week’s Financial Tip.
Following Generalized Investment Guidelines Means Missing Out on Tailoring Decisions to Your Circumstances
In today’s Marietta Daily Journal: Investors who rely on industry standards miss out on advice tailored to their circumstances. Read the Article
What is a family limited partnership, and will it help reduce estate taxes?
A family limited partnership can be a powerful estate planning tool for business owners. We explain in this week’s Business Tip.
What are my health-care options if I retire early?
Retiring early? You need to consider your health care coverage options until you’re eligible for Medicare. Learn more in this week’s Insurance Tip.
Ten Year-End Tax Tips for 2016
It may not even be Halloween yet, but it’s time to think about your year-end tax moves. Read all about it in this week’s Tax Tip.
Earnings Call: A Closer Look at Financial Reports
Companies report earnings every quarter. Learn how to interpret the reported news in this week’s Financial Tip.