Fund Investing and Instant Diversification
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the main benefits of investing in mutual funds: diversification. Read the Article
2016 Tax Moves That Take Advantage of One of Trump’s Tax Proposals
If the standard deduction for taxpayers increases in 2017, there is a way you can benefit in 2016. Learn more in this special Tax Tip.
Maximizing Donations & Deductions
We can help you maximize your charitable donations to benefit both you and the charity under current tax laws. Learn how in this special Financial Tip.