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.
Changes to Social Security Claiming Strategies
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
In the News: A Slowdown Presents an Opportunity to Buy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that while the markets are down, it is more important to look long-term.
Retirement Plans for Tax-Exempt Organizations
As an tax-exempt organization, you can offer an employer-sponsored retirement plans, but note the regulatory differences. We explain in this week’s Business Tip.
Private Health Coverage: Providers and Delivery Systems
HMO, PPO, POS, EPO, and Exchanges. It can make your head spin! Learn how these health coverage providers affect you in this week’s Insurance Tip.