Has Your 2012 Roth-Converted IRA Declined in Value?
Did your Roth-converted IRA decline in value? You have until Oct 15, 2013 to completing recharacterization. Learn more in this Tax Tip.
Financial Tips for Obtaining a Mortgage Loan
Mortgage lenders are tightening up their mortgage lending requirements. We offer three tips to help you qualify in this week’s Financial Tip.
Finding patterns—Local Financial Director Discusses Current Stock Market Trends
“There’s more clarity now than there was six months ago,” says Bil Lako, CFP® in today’s Marietta Daily Journal.
Learn to Budget, Spend Wisely
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “pay yourself first” is one of the most important steps in your budget.
Tax Consequences if Business Generates Income or Loss
Some businesses pay taxes on business income, while others act as pass-through entities. Learn more in this Business Tip.
Health Care Reform: Considerations for Seniors
Health care reform made some modifications to Medicare including free preventative care and “donut hole” rebates. Read all about it in this Insurance Tip.
Home Affordable Modification Program (HAMP)
Mortgage loan modification may affect your taxes, as you may have to realize the cancellation of debt. Read more in this Tax Tip.
Cost-of-Living Adjustments: What They Are and Why They Matter
Cost-of-living adjustments help keep inflation from eating away your retirement income. Learn more in this Financial Tip.
Determine if You Have Too Much Debt
In today’s Marietta Daily Journal, Bil Lako CFP®, provides a few formulas to help you determine your level of debt.
Funding a Buy-Sell Agreement with Life Insurance
A buy-sell agreement funded with life insurance can provide cash to your family and ensures your company’s continuity. Read more in this Business Tip.