Is an Inheritance Taxable?

A frequent question is whether inheritances are taxable. This is a frequently misunderstood question related to taxation and can be complicated. When someone passes away, all of their assets will be subject to inheritance taxation, and whatever is left over after paying the inheritance tax passes to the decedent’s beneficiaries. Sound bleak? Don’t worry, very…

Carefully Consider Your Expenses Before Overborrowing for College

In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the trend of college students overborrowing on student loans to cover lifestyle costs beyond tuition and education expenses. The numbers are shocking! Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…