Early Retirement Considerations
If you’re approached with an early retirement package, carefully review it to ensure it is indeed a good offer. We explain what to look for in this week’s Financial Tip.
In the News: Strategically Using Life Insurance as Part of Executive Compensation Plans
Executive bonus plans often employ life insurance, but policies have to be structured properly and managed prudently. We explain in this week’s Marietta Daily Journal. Read the Article
Family Limited Partnership or Family Limited Liability Company
A family limited partnership or family limited liability company can help transfer your business to the next generation. Read all about it in this week’s Business Tip.
Life Insurance and Divorce
Life insurance can be used to protect child support and alimony payments after divorce. Learn more in this week’s Insurance Tip.
Traditional to Roth IRA Conversions: Should You? Did You? Wish You Hadn’t?
You can’t time the market, but you can time a Roth IRA conversion to save on the taxes due. We explain in this week’s Tax Tip.
What is Vesting?
You may not own all the assets in your 401(k) if you’re subject to vesting. Learn more about vesting in this week’s Financial Tip.
In the News: Prioritizing Retirement Savings as a Couple
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal.
Disaster Preparedness for Businesses
Did you know most natural disasters happen in the first six months of the year? Learn how to protect your business in this week’s Business Tip.
Important Reminder for Purchasing Your Health Insurance Through The Government Marketplace
Your household income is a key factor in determining if you are qualified for an insurance subsidy. Learn more in this week’s Insurance Tip.
Unpaid Debt Can Take Your Refund
Your tax refund can be taken to pay debts that are past due. Learn which debts this applies to in this week’s Tax Tip.