Affect Your Taxes with Gains, Losses
Bil Lako, CFP®, explains how recognizing your capital losses may improve your tax situation. Read the Article in Today’s Marietta Daily Journal
NQDC Plans: Funding Options
Business owners have several options when funding nonqualified deferred compensation plans. Learn all about it in this week’s Business Tip.
Commercial General Liability (CGL)
Who can be covered by a commercial general liability policy depends on the type of business. Learn what we mean in this week’s Insurance Tip.
What is the Deductibility of Interest Paid on Home Construction Loans?
The hosts of “Money Talks” discuss the deductibility of interest paid on home construction loans. With the stipulations that surround home construction loans, the hosts address why it’s best to consult a C.P.A. and how working with the same bank to convert the loan to a traditional mortgage may be in your best interest.
Getting Around the Kiddie Tax
Saving for your children’s education in their name? Don’t be deterred by the Kiddie Tax. Read more in this week’s Tax Tip.
IRA and Retirement Plan Limits for 2015
The income limits for deductible traditional IRA contributions has increased for 2015. Learn more in this Financial Tip.
What if You Lived?
If you are incapacitated, who has the authority to access your financial accounts or make health care decisions on your behalf?
In the News: What if You Lived? A Horror Story
In this week’s Marietta Daily Journal, Bil Lako, CFP® discusses how you might have an emergency fund that will get you through a crisis. Financially, you’re prepared … but are you really?
Better to Sell or Trade a Business Vehicle?
Depending on the gain you stand to make, it may be a better option to trade your business vehicle than sell it. Learn more in this Business Tip.
Open Enrollment Season Is Here: Give Your Benefits a Check Up
It’s open enrollment season for most employer-provided health care plans. Learn how to evaluate your options in this week’s Insurance Tip.