A Fall Tax Checkup May Be Appropriate

Taxes are similar to vehicles, in that they sometimes need a check-up to make sure they are performing as expected. That is especially true for 2018, with all of the changes brought about by tax reform. One area of major concern is the amount of taxes individuals are withholding from their wages. Tax reform was…

Any Tax Advantages of Homeownership? It Depends

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that despite sweeping tax reform, there are still tax advantages to homeownership. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…