Designating a Beneficiary for Life Insurance
The beneficiary of your life insurance policy cannot be changed in your Will. Read all about it in this Insurance Tip.
Q&A Time: Life Insurance, Industrials and Education Services
The “Money Talks” hosts answer listeners’ questions on Industrial stocks and Education Services stocks.
Making Annuities More Effective
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses why annuities should be measured for their risk transfer. Read the Article
Q&A Time: Disability Insurance and Profit Sharing Plans
The “Money Talks” hosts look at two benefits offered by some employers: disability insurance and profit sharing plans.
Life Insurance Needs: Estate Preservation and Liquidity Needs
Unless you provide liquid assets to cover expenses at death, the executor of your estate may have to sell assets. Read more in this Insurance Tip.
It's Time to Review Your Life Insurance Needs
When your life circumstances change, you have an opportunity to ensure loved ones are protected through life insurance. Read all about it in this Insurance Tip.
Q&A Time: Oil Services Stocks, Disability Payments and Estate Plans
The “Money Talks” hosts answer listeners’ financial and stock questions.
Corporate-Owned Life Insurance (COLI)
A COLI is commonly used as an informal funding vehicle for nonqualified deferred compensation (NQDC) plans. Read all about it in this week’s Business Tip.
Life Insurance Needs: Capital Liquidation Approach
The capital liquidation approach for life insurance allows you to spend less to cover your family’s ongoing income needs. Learn more in this Insurance Tip.
Are disability insurance payments taxable?
The taxable nature of disability benefits depends on if premiums were paid with pretax dollars and who paid them. Read more in this Tax Tip.