In the News: Mid-Year Reviews Can Help with 2014’s Challenges
With the future of Section 179 expensing uncertain, businesses should ensure they’re on track to minimize their taxes. We explain in this week’s Marietta Daily Journal. Read the Article
Is it a Bad Fit or is it a Bad Adviser?
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
Speculative Investment or Currency of the Future?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why the Bitcoin is considered property rather than currency. Read the Article
Understanding Real Cost of Long-Term Care
Long-term care insurance could be the difference between an inheritance of two-weeks’ pay and $638,400. We explain in today’s Marietta Daily Journal
Life Insurance Riders and Their Reputation
Bil Lako, CFP® explains how by adding riders without considering your personal situation, you run the risk of over insuring. Read the article in today’s Marietta Daily Journal
Hybrid Life Insurance, Long-Term Care Policies
We explain insurance policies that blend permanent life insurance with a long-term care rider.
Three reasons to review your life insurance
In today’s Marietta Daily Journal, Bil Lako, CFF®, explains how borrowing from your life insurance cash value may alter your death benefit. Read Our Article in Today’s Marietta Daily Journal
In the News: Integrating Your Insurance Plans
Business owners may look to life insurance to protect their family’s interest in the business for succession planning. Read Our Article in Today’s Marietta Daily Journal
Still time for a Spousal IRA Contribution
If you are a non-working spouse, you may be able to contribute to an IRA based on the compensation of your spouse. Read the Article in Today’s Marietta Daily Journal
Preparing for Tax Crunch Time
Bil Lako, CFP®, explains why your accountant needs to be aware of any special reporting requirements you may have. Read our article in today’s Marietta Daily Journal