The Bipartisan Budget Act of 2015
The Bipartisan Budget Act of 2015 made changes to a Social Security claiming strategy, among other provisions. Learn more in this week’s Financial Tip.
Effects of Life Insurance on the Valuation of Stock
The value of a business increases when the business receives the death benefit proceeds. Read all about it in this week’s Business Tip.
Dealing with Medical Billing Issues
Request an itemized bill from your medical provider to help deal with any medical billing issues that may arise. We explain in this week’s Insurance Tip.
Life Insurance Evaluation: Linton Yield Method
You can split a permanent life insurance policy into two portions so you can compare with other life insurance policies. Learn how in this week’s Insurance Tip.
Using Life Insurance to Protect Child Support Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how life insurance can play an important role after a divorce. Read the Article
Protecting Child Support Payments after Divorce
Our experts delve into a case study where a custodial parent is interested in ensuring she continues to receive child support payments should something happen to her ex-husband.
Life Insurance Evaluation: Equal Outlay Method
If you’re considering insurance policies with flexible premiums, the equal outlay method can help you compare them. We explain in this week’s Insurance Tip.
Life Insurance Evaluation: Cash Accumulation Method
Learn why the cash accumulation method is a good way to compare term insurance with permanent insurance in this week’s Insurance Tip.
Life Insurance Evaluation: Belth Yearly Rate of Return Method
Calculate the yearly rate of return for several years for an accurate measure of a life insurance policy’s performance. We explain the Belth Yearly Rate of Return Method in this week’s Insurance Tip.
Life Insurance Evaluation: Belth Yearly Price of Protection Method
One way to compare life insurance policies is to figure the yearly price of protection. We explain in this week’s Insurance Tip.