Partnership Rules
If you contribute property or services in exchange for a partnership interest, there may be tax consequences. Learn more in this Business Tip.
Understanding Your Health Insurance Policy
It may contain technical jargon, but your health insurance policy isn’t as difficult to understand as you think. Find out in the Insurance Tip.
Don’t Panic If You Receive an IRS Notice
You should never ignore a letter from the IRS. Most can be dealt with simply and painlessly. Read more in this Tax Tip.
Just How Risky Is Your Portfolio?
You may think of risk in terms of loss, but you should also think of it in terms of not meeting your financial goals. Learn more in this Financial Tip.
In the News: Creative Employee Compensation
Bil Lako, CFP®, explains in today’s Marietta Daily Journal how some employers may offer shares of restricted stock as compensation. Read the Article
Quickbooks Tip: 10 Tips to Perfect Check-Printing
Printing checks from QuickBooks has gotten easier, but precision is still required. Learn more in this Quickbooks Tip.
Mortgage Market Artificial Because of Fed?
Ted Parrish, CFA, joined Fox Business to discuss his outlook on the housing and stock markets if the Fed slows bond buying. Watch the Video
If I leave my company, can I take my life insurance policy with me?
You have life insurance through your work. But what happens to it if you leave the company? We explain in this Insurance Tip.
Energy Costs Rise as Tax Incentives Fade
Energy-related tax incentives are fading, but a few remain, including some for home improvements and plug-in vehicles. Read more in this Tax Tip.
Understanding 401(k) Plan Fees and Expenses
Fees and expenses are factors that may affect your investment returns, and therefore impact your retirement income. Read more in this Financial Tip.