Matching Investments to Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article
I'm currently on my parent's health plan. What do I do when I turn 26?
At 26 you’re no longer covered on your parents’ health care plans. Learn your options to obtain coverage on your own in this week’s Insurance Tip.
Oops, Did You Forget Something on a Tax Return?
Overlook something on your tax return? You can easily amend your return and possibly avoid any IRS correspondence. Read all about it in this week’s Tax Tip.
Employers, Don’t Miss the Work Opportunity Tax Credit
Employers are eligible for the work opportunity tax credit through 2019 for hiring individuals from targeted groups. Learn what they are in this week’s Business Tip.
Life Insurance Options After Retirement
Once you reach an age where life insurance isn’t a priority, you have options other than abandoning the policy. We explain in this week’s Insurance Tip.
Most Overlooked Tax Deduction
If you are a beneficiary of an estate, don’t overlook the income in respect of a decedent tax deduction. Learn more in this week’s Tax Tip.
Taxes — A Balance Between Security and Convenience
Thieves have claimed more than $30 billion in fraudulent tax refunds. Bil Lako, CFP®, explains in today’s Marietta Daily Journal. Read the Article
Planning for Succession of a Business Interest
When you want to retire from being a business owner, you will have to sell or give away your business interest. We explain in this week’s Business Tip.
Insuring a Condo or Co-Op
If you own a condo, know what your homeowners insurance policy covers vs. the condo association’s master policy covers. We explain in this week’s Insurance Tip.
Tax Implications of Paying or Receiving Alimony
Alimony payments are usually taxable for the recipient and deductible for the payer. Learn more in this week’s Tax Tip.