Tax Tips for Recently Married Taxpayers
You announced your nuptials to family and friends, but don’t forget to notify the SSA, IRS and USPS. Read more in this Tax Tip.
Why a GRAT Can Be GREAT
A grantor retained annuity trust may allow you to transfer assets to heirs while minimizing gift taxes. Read all about it in this Financial Tip.
Foreign Taxes on Investments and Taxes on MLPs
We provide provide his insight on investments with foreign taxes and how master limited partnerships can affect a tax situation.
Q&A Time: Sirius XM Radio, AT&T, Earnings Announcements, and More
The “Money Talks” hosts address listeners’ questions on why companies announce earnings and earnings estimates, and stocks including AT&T and BB&T.
Refinance to Control How Your Money Works For You
Bil Lako, CFP®, highlights the financial strategy of refinancing your mortgage.
No Mortgage, Hidden Cost
It might be nice to never have a mortgage payment; however, paying cash for your house is not always the best choice. We explain in today’s Marietta Daily Journal. This article is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be…
IRS Introduces New Safe Harbor Home Office Deduction
Home office deductions have always been tricky. For 2013, the IRS tried to simplify it with a safe-harbor method. Read all about it in this Business Tip.
Ten Ways to Lower the Cost of Disability Income Insurance
It is possible to make disability insurance more affordable—and it’s often one policy that is too important to go without. Read how in this Insurance Tip.
Government Regulations Describe Minimum Benefits That Must Be Included in Most Health Plans
Will wellness services be a benefit in your health care plan in 2014? Check the recently issued minimum benefits list.
Direct Deposit Puts Your Money in Your Pocket…Faster
You have the option of directing your tax refund to multiple accounts with direct deposit. Learn more in this Tax Tip.