Life Insurance Evaluation: Baldwin Method
When comparing insurance policies, you have to account for the return on savings, value of the protection and tax effect. We explain in this week’s Insurance Tip.
Beware of Draconian Penalties for Health Reimbursement Plans
As a business owner, do you offer employees a health reimbursement plan? Beware of what this option may cost you. We explain in this week’s Tax Tip.
What Return Are You Really Earning on Your Money?
Knowing the difference between nominal and real return may help you make decisions when investing your money. Learn more in this week’s Financial Tip.
Market Tumble? Annuities May Not be the Answer
During a market decline, a guaranteed annuity may sound good, but it may not be the perfect investment. Read our article in today’s Marietta Daily Journal.
Business Entities: Limited Liability Partnerships (LLP)
The Limited Liability Partnership structure can protect you from the negligence of a partner or employees. Read all about LLPs in this week’s Business Tip.
Life Insurance Policy Evaluation and Comparison Methods
There is more than one way to evaluate your life insurance policy. We highlight six methods in this week’s Insurance Tip.
Partnership, S-Corp and Trust Extensions End September 15
The September 15th tax deadline for Partnerships, S-corps and Trust extensions is right around the corner! We explain in this week’s Tax Tip.
Taxes, Retirement and Timing Social Security
Sometimes it makes sense to take taxable distributions from retirement plans while deferring Social Security benefits. We explain in this week’s Financial Tip.
Market Corrections and Selling During the Downswing
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the recent market correction and investors who sold on the down days. Read the Article
Choosing a Business Entity
Your business entity affects your liability, management, profit sharing, continuity of life and how income is taxed. Read all about it in this week’s Business Tip.