Understanding Risk in Your Plans and Investments
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why your portfolio should match your willingness and ability to take risks. Read the Article
When 401(k) Plans Go Bad—Avoiding Disqualification
401(k) plans that exclude participants, miss contributions or fail discrimination tests can become disqualified. Read all about it in this week’s Business Tip.
Was Your No-Health-Insurance Penalty A Surprise?
No health insurance? Note: The penalty amounts to the HIGHER of the flat dollar amount or the percentage of income. We explain in this week’s Insurance Tip.
Retirement Plan Distribution Pitfalls
Be aware when your leave employer—a retirement plan distribution before age 59½ comes with a penalty! We explain in this week’s Tax Tip.
A Military Buyback May Increase Your Pension Payout
As a federal civilian employee, you have the opportunity to buy back your military time to increase your pension payout. Learn more in this week’s Financial Tip.
Sole Proprietorship—Is The Risk Worth It?
A sole proprietorship comes with few bureaucratic hoops, but you have to contend with 100% personal liability. We explain in this week’s Business Tip.
Medicare Premiums and Other Costs for 2016
Some Medicare premium increases are less than projected because of provisions in the Bipartisan Budget Act of 2015. We explain in this week’s Insurance Tip.
When a Saver Marries a Spender, Every Penny Counts
What happens when a saver loves a spender? A compromise on your future money habits is necessary. Learn more in this week’s Financial Tip.
Exploring Finance Options for a Home Renovation
Ready to update the kitchen? We explain what your home renovation finance options are in today’s Marietta Daily Journal. Read the Article
Key Performance Indicators (KPIs) Are Valuable Tools for Small Business Owners
Need an objective, black and white measure of your business processes? Implement Key Performance Indicators. We explain in this week’s Business Tip.