New Rules Affect Retirement Savings Advice
DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.
Accommodating Longevity Risk in Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
Don’t Have a Retirement Plan? Maybe a SEP Is the Answer
Just finished your business’s books for 2015? You have up to the due date of your business tax return to establish a SEP. Learn more in this week’s Business Tip.
Life Insurance Ownership and Beneficiary Designations
Not coordinating your life insurance policy’s ownership & beneficiary designations, may nullify its purpose. Read more in this week’s Insurance Tip.
What is the federal funds rate?
Does the federal funds rate affect your borrowing rate? You may be surprised. We explain in this week’s Financial Tip.
Be Wary of Variable Annuities
Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article
Penalty for Not Having Health Insurance Surprises Many
The penalty for not having health insurance is the GREATER of two calculation methods. Learn more in this week’s Insurance Tip.
Owe Taxes and Can’t Pay?
It’s in your best interest to make arrangements to pay the IRS what you owe—even if you cannot afford it. We explain in this week’s special Tax Tip.
Automatic Tax Filing Extensions Available
An extension will move your tax filing date to Oct. 17, 2016, but it does not extend your time to pay! We explain in this Tax Tip.
What's New in the World of Higher Education?
Things are changing in the world of higher education. Get the skinny on costs, debt and FAFSA deadlines in this week’s Financial Tip.