In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave. Read the Article.
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Indices closed the session with mixed moves on Friday. The Dow and S&P 500 tacked on some points while the Nasdaq ended trading fractionally in the red zone. Nike led advancers on the Dow. The athletic footwear and apparel company added 8% today following the release of better-than-expected quarterly details.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage. Read the Article
Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week’s Business Tip.
Some seniors may benefit from a qualified longevity annuity contract to lower their RMDs. We explain in this week’s Tax Tip.