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.
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that while the markets are down, it is more important to look long-term.
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.
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.
IRS phone and email scams have reached epidemic proportions. Learn what the IRS will and will not do in this week’s Tax Tip.
You may see the equity you have in your home is a reservoir of funds, but there are pros and cons to using it. Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article
Corporations can offer several types of retirement plans to employees. Read our overview in this week’s Business Tip.
When a charity is the beneficiary of your life insurance policy, you’re able to give more than you otherwise could afford. Read how in this week’s Insurance Tip.
Are your legal expenses tax deductible? No surprise, it’s complicated—especially for divorces and businesses. Learn more in this week’s Tax Tip.