How Hands-On Are You With Your Retirement?
Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.
Designations for Special-Needs Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
Securities Regulations from a Business Perspective
Know your regulations: Your attempts to raise capital for your business could be construed as an offering of securities. Read on in this week’s Business Tip.
What is a life insurance trust and why should I consider establishing one?
A life insurance trust can be designed to accomplish a variety of estate planning needs. Learn more in this week’s Insurance Tip.
Borrowing Money to Finance an Education?
Both home equity loans and education loans can generate tax deductions. Each has its own special rules and limitations. Learn what we mean in this Tax Tip.
Prepare Now for a Year-End Investment Review
Almost as important as knowing how your portfolio performed is understanding why it performed as it did. We explain in this Financial Tip.
Naming a Trust as Your IRA Beneficiary
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article
Internal Revenue Code Section 409A (Governing Nonqualified Deferred Compensation Plans)
Nonqualified deferred compensation plans are not governed by ERISA rules, but they must comply with Sec. 409A of the IRS. Learn more in this Business Tip.
U.S. Census Bureau Issues Report on Health Insurance Coverage in 2013
The U.S. Census Bureau reports 86.6% of the population had health insurance in 2013. Learn more in this week’s Insurance Tip.
Retiring and Relocating? Don’t Neglect State Taxes!
Have you considered moving to a tax-friendly state in which to spend your golden years? Find out what we mean in this week’s Tax Tip.