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.
Reading and Understanding Your Life Insurance Policy
If you have the time and can muster the patience, it’s a good idea to read through your policy. Learn how in this week’s Insurance Tip.
Energy Costs Rise as Tax Incentives Fade
They may be rare, but there are still some energy efficient tax credits available. Learn more in this Tax Tip.
There's Still Time to Contribute to an IRA for 2012
Have you made your 2012 IRA Contribution yet? You still have time. Learn more in this Financial Tip.
2013 Will Hit Higher-Income Taxpayers Hard—Be Prepared
Higher-income taxpayers will feel a significant increase in taxes for which they need to prepare. We highlight two in this Tax Strategist.
Studies: Debt Down in Younger Households
Bil Lako, CFP® highlights some staggering consumer debt statistics (a total of $11.34 trillion) in today’s Marietta Daily Journal.