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Day: August 5, 2016

Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans

In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of the benefits to the FAFSA’s new prior-prior income rule. Read the Article

Business Owners: Other Compensation Methods

There are a number of tax-favored fringe benefits companies may offer to both regular and highly paid employees. Read all about it in this week’s Business Tip.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

Naples, Fl Office

4850 Tamiami Trail N. Suite 301
Naples, FL 34103

  • 239-467-5500