Why does an insurance company require an insurable interest before I buy a life insurance policy?
Buying an insurance policy on Grandma? You first must expect a financial loss in the event of her death. We explain in this week’s Insurance Tip.
Read this before Tossing Old Tax Records
Cleaning out your office? Read this before you start shredding your old tax records. We explain in this week’s Tax Tip.
Financial Tips for Unmarried Couples
Combined finances but not legally married? Here are tips to help you along the road to financial security. Learn more in this week’s Financial Tip.
Vacation Homes: Common Luxury, Complicated Taxes
In today’s Marietta Daily Journal: The number of days you use and rent your second home determine the tax treatment. Read the Article
Understanding the EBITDA
Want an understandable glimpse at a business’s earnings potential? Consider EBITDA. We explain in this week’s Business Tip.
Personal Property Floaters
Homeowners’ policies only insure your possessions up to certain limits. Adding a floater can expand your coverage. Learn all about it in this week’s Insurance Tip.
How Long Are You on the Hook for a Tax Assessment?
Surprise, surprise. The statute of limitations for your tax return isn’t as clean cut as you hoped. We explain in this week’s Tax Tip.
Millennials vs. Boomers: How Wide Is the Gap?
Baby boomers and millennials may be different, but their financial outlook can be shockingly similar. Read all about it in this week’s Financial Tip.
Weigh the Costs Before Accepting the Terms of a Reverse Mortgage
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a reverse mortgage is a weighty decision. Read the Article
U.S. Supreme Court Clarifies How ERISA's Duty to Monitor Plan Investments Interacts with the Six-Year Statute of Limitations
Supreme Court clarifies how ERISA’s duty to monitor plan investments interacts with the six-year statute of limitations. We explain in this week’s Business Tip.