Understanding the Net Investment Income Tax
If your modified adjusted gross income exceeds the thresholds, the net investment income tax applies. Learn more in this week’s Tax Tip.
Banking on an Illiquid Asset to Fund a Future Financial Goal
In today’s Marietta Daily Journal, Bil Lako, CFP® explains your options when you have your future tied up in an illiquid asset. Read the Article
Starting or Buying a Business
The success or failure of your business depends on your initial planning. Read about nine factors to consider when planning in this week’s Business Tip.
Surviving Spouse Estate Tax Exclusion
The estate of the decedent may elect to pass any unused lifetime exclusion to the surviving spouse. Read more in this week’s Tax Tip.
Insurance Contract Basics
Comparing insurance policies may make your eyes glaze over, but all policies share certain common elements. Learn more in this week’s Insurance Tip.
Interest Rates Fall Again on New Federal Student Loans for 2016/2017
Federal student loans issued July 1, 2016, through June 30, 2017 will enjoy a lower interest rate. Read more in this week’s Financial Tip.
Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of the benefits to the FAFSA’s new prior-prior income rule. Read the Article
Business Owners: Other Compensation Methods
There are a number of tax-favored fringe benefits companies may offer to both regular and highly paid employees. Read all about it in this week’s Business Tip.
Common Annuity Riders
Annuity riders are optional features that provide added benefits to a basic annuity contract. Learn all about them in this week’s Insurance Tip.
Investors Are Human, Too
Think the markets are crazy? First understand investor behavior can be influenced by emotions such as greed and fear. We explain in this week’s Financial Tip.