Cost of Living: Where You Live Can Affect How Rich You Feel
You might make a lot of money, but the cost of living where you live affects how far your money goes. We explain in this week’s Financial Tip.
Accessing Retirement Funds Using Substantially Equal Periodic Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article
Tax Treatment of Travel Expenses
Deducting business expenses is more complicated than it seems. Learn what is deductible in this week’s Business Tip.
Disability Insurance: Understanding Waiting Periods
The length of your waiting period affects the cost of your disability insurance premium. Read more in this week’s Insurance Tip.
Household Help: Employee or Contractor?
Not all those hired to work in a taxpayer’s home are considered household employees. We explain in this week’s Tax Tip.
Georgia Department of Revenue gets ‘Spoofed’
Tax season brings many things: shoeboxes of receipts, checkbooks, refunds, and unfortunately scammers and identity thieves. It’s not just the phony IRS emails either. This year the Georgia Department of Revenue has been flooded with phone calls regarding calls they didn’t make to many taxpayers. This article from the Atlanta Business Chronicle explains the latest…
What You Need to Know About Private Student Loans
If federal loans don’t cover the cost of college, many borrowers look to private student loans. Read all about it in this week’s Financial Tip.
Making the Most of Pension Plan Benefits
In today’s Marietta Daily Journal: How you take your pension benefit affects how much you’ll receive in the long term. Read the Article
Minimizing Your Social Security Payroll Tax/Self-Employment Tax
Certain strategies you use to minimize your payroll taxes may also affect your income taxes. Read more in this week’s Business Tip.
Life Insurance and Terminal Illness
Your life insurance policy may be a valuable resource for you and your family if you’re faced with a terminal illness. We explain in this week’s Insurance Tip.