Don’t Bank Your Retirement on Your Business
Even as a business owner, broadly diversifying your assets may help protect against risk. Read all about it in this week’s Business Tip.
In the News: Special Tax Strategy for Company Stock Could Save Significant Tax Dollars
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k).
What is an ERISA Fiduciary?
ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week’s Business Tip.
Buying a Home Both You and Your Insurer Will Love
Did you know the condition, location and age of the home you buy affects your insurance premiums? Learn more in this week’s Insurance Tip.
Taxation of Investments
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
In the News: Getting Culinary Schooled by Mom
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.
And Baby Makes Three
If you’re becoming a parent, you need to consider your budget, insurance coverage, estate plan and more! Learn more in this week’s Financial Tip.
In the News: Alternative Investments for Average Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
Health Insurance for Travelers
Bags Packed? Before you head out, you need to know how your health insurance works out of state or out of country. Learn more in this week’s Insurance Tip.
Uber and Lyft Drivers’ Tax Treatment
Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week’s Business Tip.