Four Reasons Why People Spend Too Much
Do you know why you overspend? We look at for common reasons people can’t stick to their budget in this week’s Financial Tip.
An ‘Exception’ to Using ‘Retirement’ Money for Education
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article
Business Owners: Compensating Yourself
As a business owner, compensating yourself can be complicated as the IRS is very interested in what you do! Learn more in this week’s Business Tip.
Back-Door Roth IRAs
Sure, Roth IRA conversions sound like a great idea, but you have to carefully consider the tax consequences first. Read all about it in this week’s Tax Tip.
Common Financial Wisdom: Theory vs. Practice
“Good, in theory…” Financial guidelines can be difficult to put into practice. We offer some insight on how to do so in this week’s Financial Tip.
Cash Versus Credit for Millennials
In today’s Marietta Daily Journal, Bil Lako CFP® explains why building a credit history is important for Millennials. Read the Article
Funding a Business
What are your options for business funding? Surprisingly, there are more options than just a bank loan. We explain in this week’s Business Tip.
Group Term Life Insurance
Group term life insurance may be a benefit your employer offers. Learn some of the basics of this benefit in this week’s Insurance Tip.
Time-Share Use as a Charitable Contribution
If you donate use of your time-share property to a charity, your allowable tax deduction may be less than you think. Read all about it in this week’s Tax Tip.
Should You Buy or Lease Your Next Vehicle?
Do you want to lease or buy a vehicle? We compare eight key points to consider in this week’s Financial Tip.