Separately Managed Accounts: Tailored to Suit You
Mutual funds have an inherent lack of tax efficiency. A better approach for some may be a separately managed account. We explain in this week’s Financial Tip.
IRS Reminds Business Owners of New W-2 Filing Deadline
Business owners: Reminder about the new January 31 deadline for submitting Forms W-2 and certain Forms 1099-MISC. Read more in this week’s Business Tip.
Medicaid Liens and Estate Recoveries
When determining Medicaid eligibility, assets and funds that are exempt are not exempt from recovery proceedings. We explain in this week’s Insurance Tip.
Thinking of Converting Your Home to a Rental? Better Read this First
Before you convert your home to a rental, be aware of the tax implications regarding capital gains and deductions. Learn more in this week’s Tax Tip.
Estimating Your Retirement Income Needs
Retirement planning is not an exact science. Your specific needs depend on your goals and many other factors. We explain in this week’s Financial Tip.
Better to Sell or Trade a Business Vehicle?
When replacing a business vehicle, it makes a difference tax-wise if you sell or trade it in for the replacement. Read all about it in this week’s Business Tip.
Year-End Investment Moves
If you invest in stocks, you may have an opportunity for tax savings before year-end. We explain in this week’s Tax Tip.
How is GDP Calculated in the U.S.?
You read about GDP all the time, but do you know what gross domestic product is and how it’s calculated? We explain in this week’s Financial Tip.
Fund Investing and Instant Diversification
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the main benefits of investing in mutual funds: diversification. Read the Article
2016 Tax Moves That Take Advantage of One of Trump’s Tax Proposals
If the standard deduction for taxpayers increases in 2017, there is a way you can benefit in 2016. Learn more in this special Tax Tip.