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
Real-life Financial Tips for Different Generations
In the Game of Life, the key to happiness is living within your means, regardless of your generation. Learn more in this Financial Tip.
Fiscal Cliff…What Fiscal Cliff?
Bil Lako, CFP® highlights some of the basics coming out of Congress’ fiscal cliff legislation, including changes to the alternative minimum tax.
Working with Fiscal Cliff Basics
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights how Congress’ “fiscal cliff” legislation affects you. Read the Article
Setting Financial Resolutions for the New Year
New Year’s resolutions aren’t just for your waistline! We list financial tips for the new year in our Marietta Daily Journal blog post. Read the Article
Planning Around Medicare ‘Surtax’
You cannot avoid taxes, but you can do your best to minimize their impact on your financial future. We explain in today’s Marietta Daily Journal.