Is it possible to name a charity as the beneficiary of my life insurance policy?
If you’re charitably inclined, you can use life insurance to benefit your favorite non-profit. Read all about it in this week’s Insurance Tip.
Seniors Beware, Affordable Care Act Will Be Cutting Your Medical Deductions
In 2017, seniors will only be able to allow a medical expense deduction that exceeds 10% of their AGI. Read all about it in this week’s Insurance Tip.
In the News: A Primer on Medicare and Open Enrollment
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains Medicare and the current open enrollment season. Read the Article
Medicare Open Enrollment Period: Changes You can Make & What to Consider
Medicare Open Enrollment Period is Oct. 15 through Dec. 7. Learn what you can change and what to consider in this week’s Insurance Tip.
A Primer on Medicare and Open Enrollment
Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
Life Insurance: Filling an Economic Need
Today’s Marietta Daily Journal: Bil Lako CFP® explains while life insurance needs decrease with time, investors may still want it. Read the Article
Medicaid Planning Goals and Strategies
Only the income and assets that are legally available to you are considered when determining Medicaid eligibility. Read more in this week’s Insurance Tip.
Life Insurance: Filling an Economic Need
Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
Personal Liability Insurance: Protecting What You Have and What You Will Earn
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can protect your assets from risks you incur in your everyday life. Read the Article
Evaluating and Comparing Personal Liability Insurance Policies
Managing Associate Shawna Theriault, CFP®, C.P.A., and Dr. Gene explore a case study of an average family whose assets could be at risk because they lack a personal liability policy, also known as an umbrella policy. Shawna explains how lacking this coverage could put their financial future at risk.