Medicaid Planning May not Yield the Intended Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the drawbacks to giving away assets to qualify for Medicaid. Read the Article
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the drawbacks to giving away assets to qualify for Medicaid. Read the Article
Selling a business interest can yield a gain or loss, but the tax treatment varies depending on the business entity. Learn more in this week’s Business Tip.
Your homeowners policy may cover your possessions that are outside of your home. We explain in this week’s Insurance Tip.
For members of the U.S. Armed Forces, not all of your pay may be subject to income tax. Read more in this week’s Tax Tip.
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
Health care coverage is a great employee benefit, and employers have choices in what they offer. We explain in this week’s Business Tip.
Long-term care is generally defined by three different levels. Learn more in this week’s Insurance Tip.
Capital gains and losses don’t just apply to stocks. The rules also vary depending on the type of property the asset is. Read all about it in this week’s Tax Tip.
DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.