Using Reverse Mortgages Properly
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how some may be able to use a reverse mortgage to augment long-term cash flow
A Business Plan Is Your Vision of Success
A business plan tells the story of your company, illustrating where you are now and where you hope to be in five years. Learn more in this Business Tip.
Business Automobile Insurance Basics
“Let the higher up be responsible.” Sounds nice–until your employee gets into an auto accident with the company vehicle. Learn more in this Insurance Tip.
Revising Your W-4? Seek Professional Advice
Be careful when completing the W-4 form because errors can create some significant financial problems. Read about about it in this Tax Tip.
Expecting a Large Inheritance? Don't Count on It
Considering your parents live could spend 25+ years in retirement, you may not want to count on a large inheritance. Read more in this Financial Tip.
Three Misconceptions About Payment Processing
Accept Visa? Your customers love you for it, but as a business owner, you need to understand payment processing fees. Learn more in this Business Tip.
What Is Pet Insurance?
If Fido is considered a member of the family, you may consider pet insurance to provide for his health care costs. Learn all about it in this Insurance Tip.
American Taxpayer Relief Act of 2012—Provisions Applicable to Small Businesses
The 2012 Tax Act includes several provisions for small businesses—many of which were retroactive for 2012. Learn more in this Tax Tip.
The "SEPP" Exception to the IRA Premature Distribution Tax
If you need to tap the funds in your IRA, you may be able to avoid the early 10% withdrawal penalty. Read more in this Financial Tip.
Why Refinancing Can Help You
Bil Lako, CFP® discusses the financial advantage to refinancing a mortgage in today’s Marietta Daily Journal.