In the News: Retirement strategies for your 60s
In the Marietta Daily Journal, Bil Lako, CFP® explains how your need for financial planning continues through retirement.
What to Avoid When Buying a Long-Term Care Insurance Policy
Read our list of eight items you should consider when buying a long-term care insurance policy. Learn more in this Insurance Tip.
Portability of Applicable Exclusion Amount Between Spouses
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
Flipping Homes
When flipping a house, your taxes will be different, depending upon whether you are a dealer, an investor or a homeowner. Read more in this Tax Strategist.
In the News: 40s a Time for Financial Goals
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another.
In the News: 50s: Time to Test Retirement Plan
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan.
Compensating Yourself with Cash
Business owners: Paying yourself and your vendors with cash? It may not be such a good idea. Read all about it in this Business Tip.
Two Promoted to Senior Associate at Kennesaw Financial Firm
Join us in congratulating D.J. Barker, CWS® and K.C. Smith, CFP® on their promotions to Senior Associate.
Surrendering a Life Insurance Policy
Cashing in a life insurance policy? First, understand how the surrender value is determined and your alternatives. Read more in this Insurance Tip.
White House Delays Employer Health Insurance Mandate
The White House delays employer health insurance mandate until January 1, 2015. Read more in this News Flash.