Ten Year-End Tax Tips for 2017
It’s almost year-end! If you want to improve your tax situation for 2017, learn 10 potential tax moves in this week’s Tax Tip.
Is the Social Security Administration still mailing Social Security Statements?
The Social Security Administration has stopped mailing Social Security Statements to individuals under age 60, but you can get your statement online. Learn more in this week’s Financial Tip.
Cybersecurity 101
The reality is that each week there is another high-profile story like the incidents at Equifax, Target, and Yahoo. Unfortunately, there are many more that never make the headlines. The fact is business is online these days, from receiving eStatements from Schwab to buying your movie tickets for Friday night. One thing is clear: You…
A Beginner’s Guide to Bookkeeping
Before you spend sleepless nights crunching numbers for your business, understand the basics of bookkeeping. Learn more in this Business Tip.
In the News: Keeping Family Assets Away from a Future Ex-Spouse
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward.
Are life insurance proceeds income taxable?
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
Is a Reverse Mortgage Right for You?
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
Are Your Important Financial Documents Safe?
If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.
In the News: Even Married Couples Need to Discuss Power of Attorney
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated.
Quickbooks Tip: Creating Customer Statements in QuickBooks
QuickBooks statements provide an overview of every transaction that has occurred during a specified period of time. Learn more in this QuickBooks Tip.