Understanding Individual 401(k) Plans
In many cases, an individual 401(k) plan may offer a better combination of benefits than SEP or SIMPLE plans. Learn more in this week’s Business Tip.
Avoid Being Scammed by Fake Hurricane Charities
Check out your hurricane relief charities before you donate! Fraudsters will solicit on behalf of a fake charity. We explain in this special Tax Tip.
Hurricane Disaster Loss Tax Ramifications
If you were a victim of the recent hurricanes, you may be able to recoup some of your loss through a tax deduction. We explain in this week’s Tax Tip.
Managing Debt While Saving for Retirement
You just came into some money. Do you save for retirement or pay down debt? It’s a common quandary many face. Learn strategies in this week’s Financial Tip.
In the News: What Does Your Business Capital Cost?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the cost of capital for your business.
Are You Missing Out on a 9% Business Deduction?
The IRS provides tax incentives for businesses that produce their goods and services domestically. Learn more in this week’s Business Tip.
Protecting Your Identity After a Security Breach
In today’s Marietta Daily Journal: With so much online these days, Bil Lako, CFP® explains how to you protect your information.
Tips for Recently Married Taxpayers
Did you send the IRS a wedding invite? Even if you did, you still need to make some changes now that you’re married. View a list of things to do in this week’s Tax Tip.
Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
Ever hear “Too much of a good thing?” It’s true for a lot of things, including company stock you own. We explain in this week’s Financial Tip.
How to Identify When You Need an Accounting Pro
Business Owner Pro Tip: It is cheaper to hire an accounting professional today before things get out of hand tomorrow. We explain in this week’s Business Tip.