Target Benefit Plan
A target benefit plan is a type of money purchase pension plan that generally benefits older participants. Learn more in this Business Tip.
Understanding Annuity Expenses
Just as the terms of annuities vary, so do the expenses and fees. Understand what you’re purchasing. We explain in this Insurance Tip.
Tuition for School to Treat Learning Disabilities is Deductible
Tuition paid to a specialized school for students with multiple learning disabilities may be tax deductible. We explain in this Tax Tip.
Protect Yourself against Identity Theft
Don’t leave yourself vulnerable to identity theft. There are steps you can take to protect yourself. Read all about it in this Financial Tip.
When to convert from traditional IRA to Roth
Is it better to convert your IRA to a Roth IRA? No surprise–it depends on several factors. Bil Lako, CFP® explains in today’s Marietta Daily Journal. Read the Article
Should I become a franchise owner?
It’s best to review the possible pros and cons of franchising before making any commitments. Read all about it in our Business Tip.
Do I need to purchase flood insurance even if I don’t live in a high-risk area for floods?
Flood insurance isn’t as simple as a rider on your homeowner’s policy. It is a specialized policy. Learn all about it in this week’s Insurance Tip.
It’s Tax Time! Are You Ready?
Before you meet with your C.P.A., use our guide to get your records in order! Read all about it in this week’s Tax Tip.
Points to Consider If Your Retirement Goal Seems Out of Reach
As with many of life’s challenges, it may help to focus less on the big picture of retirement and more on the details. We explain in this week’s Financial Tip.
Higher Yields for Your Fixed-Income Portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses an option for those seeking higher yields on fixed investments. Read the Article