Life Insurance for the Self-Employed
If you are self-employed your life insurance needs also need to consider your business financial obligations. Learn more in this Business Tip.
Reap the Tax Benefits of Education Planning
Uncle Sam appreciates a higher education. Learn the tax advantages to going to school in this week’s Tax Tip.
Possible Relief for Consumers with Low Credit Scores
How your credit score is calculated is changing–likely in your favor if you’ve had medical debt repaid in collections. Learn how in this week’s Financial Tip.
Don’t Confuse a Product with a Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a financial product is not a financial plan. Read the article
Tax Deductibility of Business Vacation Expenses
Traveling to Hawaii on business and then staying for a vacation? Know what expenses are deductible before you go. We explain in this Business Tip.
How do I Insure My Historic Home?
Own an 1880s Victorian home? You likely need specialized homeowner’s insurance. Learn more in this week’s Insurance Tip.
Fall Tax Planning Checklist
You’re too busy living life to realize how much has changed. Time to take a look at our fall tax planning checklist. Learn more in this week’s Tax Tip.
What Is the Federal Reserve and What Does It Do?
The Fed makes headlines daily… but who are they and what do they do? Learn about their influence in this week’s Financial Tip.
Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
Beyond the Basics: Disability Income Insurance Riders
The addition of riders allows you to customize your disability insurance policy to suit your needs. Read all about them in this week’s Insurance Tip.