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.
Run a business out of your home? You may want to consider some endorsements to your homeowners insurance policy. Learn more in this week’s Insurance Tip.
Tax Deadline: If you’re living and working outside the country, your filing due date for your 2014 income taxes is June 15, 2015. We explain in this week’s Tax Tip.
Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Would your small business survive a disaster? Thankfully, there are resources to help prepare you. Read the list in this week’s Business Tip.
April legislation changed some Medicare provisions. Learn about Income-Related Premium Adjustments and more in this week’s Insurance Tip.
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
Money doesn’t buy happiness, per say, but it can help if you spend wisely. We explain in this week’s Financial Tip.
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
