Maximizing Donations & Deductions
We can help you maximize your charitable donations to benefit both you and the charity under current tax laws. Learn how in this special Financial Tip.
Liberal Expensing Limits Can Create Major Year-End Tax Savings
Business owners: Consider acquiring machinery and equipment before year-end for major tax savings. We explain in this week’s Business Tip.
Time to Start Thinking About Year-End Tax Moves
There are numerous steps that can be taken before January 1st to save a considerable amount of tax. Learn more in this week’s Tax Tip.
The Giving Season: Six Tips for Making Smart and Effective Charitable Donations this Holiday Season
Tis the season for giving. When giving charitable donations, we have six tips to make your dollars go further in this week’s Financial Tip.
Philanthropy and Available Tax Deductions
Tax deductions are an added benefit to those who make meaningful charitable gifts. We explain in today’s Marietta Daily Journal. Read the Article
Accounting 101: How to Read an Income Statement
Ever go cross-eyed when looking at an income statement? We help you decipher it in this week’s Business Tip.
What Will You Pay for Medicare in 2017?
Medicare premiums will increase in 2017, but about 70% of Medicare beneficiaries will only see a nominal increase. Learn more in this week’s Insurance Tip.
What it Means to be a Financial Caregiver for Your Parents
If you have to help your parents manage their finances in the future, first you’ll need the legal authority to do so. We explain in this week’s Financial Tip.
In the News: History Repeats Itself: Doing Nothing is an Investment Decision
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should stay the course, given the uncertainty ahead. Read the Article
Should You Auto-Enroll Your Employees in Your 401(k) Plan?
Help your employees save for the future. Consider auto enrolling them in your 401(k) plan. We explain in this week’s Business Tip.