Deadline Approaching for Undoing a 2012 Roth IRA Conversion
You could consider “recharacterization” a financial mulligan—it undoes your Roth conversion. Learn more in this Financial Tip.
Making Annuities More Effective
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses why annuities should be measured for their risk transfer. Read the Article
QuickBooks Tip: 25 Accounting Terms You Should Know
Are you ready for your vocabulary quiz? Read up on 25 terms you should know about the principles of bookkeeping. Learn more in this Quickbooks Tip.
Plan Now for a Year-End Investment Review
Since you know how income, capital gains and dividends will be taxed, you can now fine-tune your long-term plan. Find out how in this Financial Tip.
Caring for an Elderly or Incapacitated Individual
Understanding the potential tax advantages can relieve some of the financial burden associated with being a caregiver. Learn more in this Tax Tip.
Low-Cost, High-Value Employee Benefits
By offering creative, low-cost benefit programs, you can differentiate your business from other potential employers. Learn more in this Business Tip.
Life Insurance Needs: Estate Preservation and Liquidity Needs
Unless you provide liquid assets to cover expenses at death, the executor of your estate may have to sell assets. Read more in this Insurance Tip.
Tax Benefits for Military Personnel
The IRS has rules that can help military members lower their federal taxes and make it easier to file their tax returns. Read all about it in this Tax Tip.
Is College Debt the Next Bubble?
The student loan “debt clock” reached the $1 trillion milestone last year. Is this the next bubble? Read more in this Financial Tip.
The Social Security Spousal Benefit
When you apply for Social Security, you may be eligible for a spousal benefit. Bil Lako, CFP®, provides details. Read the Article