Remarriage with Children: Tax Considerations
Marrying someone with children? Surprisingly, this will affect your tax situation! We explain in this week’s Tax Tip.
Understanding Probate
Probate is a court-supervised process that winds up your financial affairs after your death. We explain in this week’s Financial Tip.
In the News: Costly Mistakes can Happen when Experts do not Work in Concert
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts.
Eight Financial Tips to Help Save Money While Building Your Startup
Startups cost money to get the business going. Lucky for entrepreneurs, there are ways to save! Learn more in this week’s Business Tip.
Buying Supplemental Health Insurance: Medigap
Medigap policies are designed to cover costs not paid by Medicare, but do you need it? Not all do. Learn more in this week’s Insurance Tip.
Don’t Be Scammed by Fake Charities
Fraudsters will tug on your heartstrings, soliciting on behalf of bogus charities. Check before you donate. Read more in this week’s Tax Tip.
Four Ways to Double the Power of Your Tax Refund
If you’re one of the 70% of taxpayers receiving a refund, we have some tips to make your refund twice as valuable. Learn more in this week’s Financial Tip.
In the News: Diversifying an Investment Portfolio with Real Estate
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at owning investment property and owning shares of a REIT.
Tax Deductions for Owner-Operator Truckers
Owner-operator truckers have a tax situation necessitating special reporting requirements in addition to tax returns. We explain in this week’s Business Tip.
Health Reimbursement Plans Approved for Qualified Small Employers
In 2017, small employers have the option of offering a “qualified small-employer Health Reimbursement Arrangement.” Learn more in this week’s Insurance Tip.