New Rules for College Campus-Sponsored Debit and Prepaid Credit Cards
New rules offer students more protection when excess financial aid is added to a prepaid college debit or credit card. We explain in this week’s Financial Tip.
Spending Your Wealth or Leaving an Inheritance
In today’s @MDJOnline, Bil Lako, CFP® covers spending retirement assets vs. leaving an inheritance for your children. Read the Article
Business Use of Life Insurance: Death Benefit Only Plans
Employers may consider a death benefit only life insurance plan as a benefit for highly compensated employees. Read more in this week’s Business Tip.
Is there such a thing as nursing home insurance?
There are several types of insurance policies that cover different kinds of assisted living care. We discuss in this week’s Insurance Tip.
Deducting More Than $250 for Teachers’ Classroom Supplies
Teachers may be able to deduct more than $250 in classroom supplies on their taxes. We explain in this week’s Tax Tip.
Four Reasons Why People Spend Too Much
Do you know why you overspend? We look at for common reasons people can’t stick to their budget in this week’s Financial Tip.
An ‘Exception’ to Using ‘Retirement’ Money for Education
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article
Business Owners: Compensating Yourself
As a business owner, compensating yourself can be complicated as the IRS is very interested in what you do! Learn more in this week’s Business Tip.
Back-Door Roth IRAs
Sure, Roth IRA conversions sound like a great idea, but you have to carefully consider the tax consequences first. Read all about it in this week’s Tax Tip.
Common Financial Wisdom: Theory vs. Practice
“Good, in theory…” Financial guidelines can be difficult to put into practice. We offer some insight on how to do so in this week’s Financial Tip.