Haven’t Filed an Income Tax Return?
Procrastinating on your tax return? You may not like the consequences if you wait too long. Find out more in this week’s Tax Tip.
Spring Cleaning Your Debt
Spring has sprung! If you’re in the cleaning and reorganizing mood, why not clean out your debt? Learn more in this Financial Tip.
Three reasons to review your life insurance
In today’s Marietta Daily Journal, Bil Lako, CFF®, explains how borrowing from your life insurance cash value may alter your death benefit. Read Our Article in Today’s Marietta Daily Journal
Maintaining a Cash Reserve
A business’s reserve cash can help it weather changes in market demand and pay for unexpected business expenses. Read more in this Business Tip.
Tax Planning Tips: Auto Insurance
If you use your car for business, certain insurance-related costs can be deducted on your federal income tax return. Learn more in this Insurance Tip.
Maximizing Qualified Tuition Program Contributions
With high contribution limits, 529 plans can be used as both as a college savings tool and an estate-planning tool. Learn more in this Tax Tip.
Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress
Don’t fall for these five key risks when saving to your employer-sponsored retirement plan. Read all about it in this Financial Tip.
In the News: Integrating Your Insurance Plans
Business owners may look to life insurance to protect their family’s interest in the business for succession planning. Read Our Article in Today’s Marietta Daily Journal
Designing a Benefit Package for Your Small Business
Employers may consider non-traditional benefits like flex schedules, job sharing, telecommuting and concierge services. Learn more in this Business Tip.
Which is better, an HMO or a PPO?
When choosing between a HMO and a PPO, you have to consider both the flexibility and cost. Learn more in this Insurance Tip.