What is a Balloon Loan?
Balloon loans may come with a low interest rate, but there is a large final payment at the end of your loan term. Read all about them in this week’s Financial Tip.
Asset Allocation Often Depends on How Long You Can Afford to Stay Invested
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the relationship between time horizon and asset allocation. Read the Article
Business Entities: Professional Corporations
Your business entity can affect your liability, continuity and taxes. Today we look at professional corporations (PC). Read more in this week’s Business Tip.
Life Insurance Evaluation: Equal Outlay Method
If you’re considering insurance policies with flexible premiums, the equal outlay method can help you compare them. We explain in this week’s Insurance Tip.
Keep Track of Your Investment Basis
Basis begins with the price you paid for your investment, but certain events can change it over time. We explain in this week’s Tax Tip.
Six Common 401(k) Plan Misconceptions
Do you really know as much as you think you do about your 401(k) plan? Let’s find out in this week’s Financial Tip.
In the News: Adjusting Your Financial Priorities After Divorce
Assessing your financial position after divorce & making needed changes should help you recover from this life event. We explain in this week’s Marietta Daily Journal. Read the Article
Business Entities: General Partnership
General partnerships are pass-through entities, so partners report their share of income on their personal tax returns. We explain in this week’s Business Tip.
Life Insurance Evaluation: Cash Accumulation Method
Learn why the cash accumulation method is a good way to compare term insurance with permanent insurance in this week’s Insurance Tip.
October 15 Due Date for Extensions and Retroactive Business Expenses Rapidly Approaching
October 15 is approaching! That means tax deadlines for Extensions and Retroactive Business Expensing. We explain in this week’s Tax Tip.