With more than 70 private schools in Cobb County, Bil Lako, CFP®, explains how you can now use 529 Plan assets for tuition. Read the Article in today’s Marietta Daily Journal
If you own a business, offering group disability is an attractive benefit for your employees since the cost of group coverage is often less expensive than the cost of individual coverage. We explain in this week’s Insurance Tip.
Left with damage after Harvey, Irma, José, and Katia left? You may be able to deduct your casualty loss on your 2017 tax return. Learn more in this week’s Tax Tip.
Do you believe money is bad? Or that money makes the man? Maybe you believe that with money comes great power. How you view money influences your financial success. We explain in this week’s Financial Tip.
The Tax Cuts and Jobs Act made changes to 529 Plans, allowing for withdrawals for private K-12 tuition. hensslervideo_personal_finance
Principal Jennifer J. Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA to discuss the changes the Tax Cuts and Jobs Act made to 529 Plans, now allowing withdrawals of up to $10,000 for private elementary and high school tuition.
With the markets closed Monday for Martin Luther King Jr. Day, they made up during the rest of the week with plenty of action and new all-time highs. Indices landed slightly to the red side on Tuesday. The Dow Jones Industrial Average jumped above 26,000 for the first time before retreating for the session. Energy brands declined amid a dip in oil prices.
Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging? We share five reports you should run in January in this QuickBooks Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the loss of personal exemptions may affect families. Read the Article
There are many factors to consider when you are planning for the potential for incapacity, even when you have substantial financial resources available for your long-term care. We explain this this Estate Planning Tip.