I’m starting a new job. Which is better, an HMO or a PPO?
Having to choose between an HMO and a PPO? The differences come down to flexibility and cost. We explain in our Question of the Week.
Tax Reform Limits Exchanges to Defer Taxes
Section 1031 exchanges, also known as like-kind exchanges, are now limited to real estate. We explain in this week’s Business Tip.
Is Bunching Right for You?
Are your itemized deductions typically roughly equal to the new standard deduction amount? If so, think about using a tax strategy known as bunching. Learn more in this week’s Tax Tip.
Top Economist Roger Tutterow Named Henssler Financial Endowed Chair
Congratulations to Roger Tutterow, Ph.D., who was appointed as the Henssler Financial Endowed Chair at Kennesaw State University.
Changing Jobs? Know Your 401(k) Options
No matter how you leave your job, you’ll be entitled to your vested 401(k) balance. What you do next with your money has different tax consequences. We explain in this week’s Financial Tip.
Market Volatility Can Provide a Planning Opportunity
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that during volatile market movements, you don’t have to change your portfolio, but you do have an opportunity to use volatility to your advantage.
Should I buy a home or continue renting?
“To rent or to own,” that is the question! Each has its advantages. On one hand you have the ease of relocating, on the other, equity! We explain in this week’s Question of the Week.
Tax Reform Puts a Cap on Deducting Business Losses
Let’s be clear. Business losses are allowed in 2018. “Excessive business losses” are treated as net operating losses. Learn more in this week’s Business Tip.
Checking Your Federal Refund Status Is Easy
Nine out of 10 taxpayers typically receive refunds in fewer than 21 days when they use e-file with direct deposit. Where is your refund? Learn how to find out in this week’s Tax Tip.
What is the difference between a W-2 form and a W-4 form?
W-2 W-4. Nope, not R2-D2’s cousin. Something much scarier: Tax Forms related to income. Good news is they’re pretty innocuous. We explain the difference in this week’s Question of the Week.