The terms “saving” and “investing” may be used interchangeably, but understanding how they are different may help you in working toward financial goals for you and your family. We explain in this Financial Tip.
In today’s @mdjonline, Bil Lako, CFP® explains why you need to consider long-term care needs before gifting assets. Read the Article.
For some people, the simplicity of starting out in an established business outweighs the disadvantages. Learn what we mean in this week’s Business Tip.
Before withdrawing from a retirement plan, carefully consider the resulting decrease in your retirement savings. Read on in this Tax Tip.
Military servicemembers have unique sources of income and savings options, making financial planning important. Learn more in this Financial Tip.
Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
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.
A life insurance trust can be designed to accomplish a variety of estate planning needs. Learn more in this week’s Insurance Tip.
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.
