Nuances of Deducting Business Meal Expenses
Navigating the rules for meal expense deductions can be tricky, but understanding the 50% rule and its exceptions can help your business maximize deductions while staying compliant.
Why Updating Beneficiaries is Crucial After Life Changes
Estate planning isn’t just about creating a will—it’s about ensuring your wishes are honored. Discover why keeping your beneficiary designations current matters and how to avoid potential pitfalls in your estate plan.
In the News: Your spending dictates your retirement, not a magic number
In this week’s Marietta Daily Journal: Bil Lako, CFP®, explores why a one-size-fits-all approach to retirement doesn’t work. Your retirement plan should be as unique as your lifestyle.