Managing Required Minimum Distributions and Taxes
Our experts discuss a case study of couple who are approaching their required minimum distributions.
Real Estate Investment Can Quickly Become a Job
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how real estate investing can become a job. Read the Article
Are You Required to File 1099s?
1099s for 2014 must be provided to independent contractors no later than Feb. 2, 2015. Read more in this Business Tip.
Should Life Insurance Be Part of Your Retirement Plan?
We explore situations where life insurance may make sense for retirees. Read more in this Insurance Tip.
Is a 1031 Exchange Right for You?
It’s important to note that 1031 exchanges are not “tax-free” but are “tax deferred.” We explain in this Tax Tip.
New Rates Released for Veterans Pension
Qualifying wartime veterans and their families may be eligible for a tax-free, supplemental pension. Read all about it in this week’s Financial Tip.
Investing in Real Estate in Retirement
Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.
Save More to Save More
Ever consider increasing tax-deferred savings to become eligible for tax deductions or credits? You may want to! We explain in this week’s Marietta Daily Journal.
Measuring Business Performance
Measuring business performance puts a dollar figure on the status of your company. We explain in this week’s Business Tip.
Tax Planning with Life Insurance
Tax planning with life insurance involves minimizing the tax consequences of your life insurance decisions. Read more in this week’s Insurance Tip.