In the News: Financial Moves for When You Have an Empty Nest
Your children have their own careers, homes & lives. How does your financial plan need to change? We explain in today’s Marietta Daily Journal
Six Steps to Get Your Business Startup on Track For Long Term Success
The hard and bleak reality is that the majority of small business startups fail. Create a plan for success. We give the basics in this week’s Business Tip.
Kennesaw Investor Wins Car with Hole-in-One at Financial Firm’s Golf Tournament
One perfect swing that resulted in a high arcing shot with a slight draw toward the pin was all it took. That single stroke netted Stephen Reich $71,000 toward the purchase of a luxury car.
When to Claim a Disaster Loss
If you suffered a loss as a result of a casualty, you may be able to recoup a portion of that loss via a tax deduction. We explain in this week’s Insurance Tip.
It’s Time for Year-End Tax Planning
Despite Congress’ lack of action regarding tax laws, there are still plenty of tax breaks on the books for 2015. Read all about it in this week’s Tax Tip.
Periodic Review of Your Estate Plan
There will be times when you’ll need to make changes to your estate plan to ensure it still meets all of your goals. Read more in this week’s Financial Tip.
In the News: Working Fixed Income into Your Investment Strategy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how fixed-income investments work with your investment strategy.
Operating at the Intersection of Profits and Values
Interested in being your own boss and creating positive change in the world? Consider a Certified B Corporation. Read more in this week’s Business Tip.
Will my condo association’s master policy cover my property?
Your condo association’s master policy isn’t enough. You still need an HO-6 policy for comprehensive protection. We explain in this week’s Insurance Tip.
Will my condo association's master policy cover my property?
Your condo association’s master policy isn’t enough. You still need an HO-6 policy for comprehensive protection. We explain in this week’s Insurance Tip.