Estate Planning Strategies in a Low-Interest-Rate Environment
Tired of low interest rates? Us too. However, they can be beneficial for certain estate planning strategies. Learn more in this Financial Tip.
Do Not Base Investment Decisions on Tax Laws
The adage tells us only death and taxes are certain, but we feel tax law changes are a certainty as well. Investment decisions made based solely on tax laws might not be the best decision.
Questions and Answers about Social Security
Sure you pay Social Security taxes, but how much do you know about the actual program? Learn more in this Financial Tip.
Teach Your Children Well: Basic Financial Education
A child’s financial education can start before they can count. As a parent, they look at you as a financial role model. Read all about it in this Financial Tip.
More Deductions Reduced for the Rich
Bil Lako, CFP® discusses the limitations on itemized deductions and personal exemptions for couples with an adjusted gross income of more than $300,000.
Unit Investment Trusts
It has a specified termination date and investors buy and sell its shares on the secondary market. But what is a UIT? Find out in this Financial Tip.
Happy New Year—Here is a Smaller Paycheck
Bil Lako, CFP® continues with highlights from the American Taxpayer Relief Act of 2012.
Paychecks to be Smaller in 2013
Smaller paychecks in 2013? It’s true. The payroll tax holiday was not extended. Read our article in today’s Marietta Daily Journal.
Understanding Annuity Expenses
Overwhelmed at the fees charged by your annuity issuer? We provide some insight on the charges you may be paying in this week’s Insurance Tip.
Health Care Provisions Effective in 2013
2013 is here and so is Obamacare. Bil Lako, CFP®, highlights some provisions that become effective this year. Read the Article