Education Credits Aren’t Just For Children’s Tuition
It’s not just for kids! You too can use the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn how in this week’s Tax Tip.
Is It Wise to Trade Your Pension for a Lump Sum?
If you’re in the 35% of workers who still have a pension, think carefully before accepting a lump sum payout. We explain in this week’s Financial Tip.
In the News: A Will Needs Regular Maintenance
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simple mistakes in your Will can create headaches for your heirs.
Estimated Tax Payments Are Not Just for the Self-Employed
Do you have income that is not subject to withholding taxes? You too must make estimated tax payments. Read all about it in this week’s Business Tip.
Why Buy Insurance?
You don’t have to bear the risk of financial loss alone. Insurance is all about risk and financial protection. We explain in this week’s Insurance Tip.
Tax Implications of Crowdfunding
When crowdfunding, the money raised may be taxable depending upon the purpose of the fundraising campaign. Read more in this week’s Tax Tip.
Paying for College from Cash Flow
Check with your child’s school about different payment options. You may be able to pay from cash flow. Learn more in this week’s Financial Tip.
In the News: Retirement is Not Determined by the Balance of Your Portfolio, but by Your Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the cornerstone of your financial plan determines your retirement.
Quickbooks Tip: Are You Memorizing Transactions? Should You Be?
You know that QuickBooks saves a lot of time. But have you explored how it does so by memorizing transactions? We explain in this QuickBooks Tip.
How Can I Extend My Liability Coverage?
Anyone with significant assets might need protection from the devastating effects of a liability lawsuit. We explain in this week’s Insurance Tip.