Life Insurance: Filling an Economic Need
Today’s Marietta Daily Journal: Bil Lako CFP® explains while life insurance needs decrease with time, investors may still want it. Read the Article
Designing a Benefit Package for Your Small Business
One way to reward your employees is to provide a benefit package with both traditional and not-so-traditional benefits. Read all about it in this week’s Business Tip.
Medicaid Planning Goals and Strategies
Only the income and assets that are legally available to you are considered when determining Medicaid eligibility. Read more in this week’s Insurance Tip.
Surprised by the Alternative Minimum Tax?
It is complicated to determine when you may be subject to the alternative minimum tax. Learn some common triggers in this week’s Tax Tip.
Earnings Call: A Closer Look at Financial Reports
Earnings are just one factor to consider when evaluating a company’s outlook. Learn more about financial reports. Learn more in this week’s Financial Tip.
Fully Understanding Your Required Minimum Distribution
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the importance of understanding your RMDs. Read the Article
Quikbooks: Customizing Online Forms
Make a good impression on your customers by sending them well-designed sales forms. We explain how QuickBooks Online helps you create them in this QuickBooks Tip.
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.