Qualified Longevity Annuity: Income Protection for a Long Life
Qualified longevity annuity contracts are not included in the value of your IRA or 401(k) for RMD calculations. Learn more in this week’s Insurance Tip.
Reviewing Your Finances Mid-Year
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
How QuickBooks’ Custom Fields Can Provide Better Business Insight
Custom fields let you tailor customer and vendor records. Best of all, these fields are searchable! We explain in this QuickBooks Tip.
Options and Riders in Long-Term Care Insurance Policies
Long-Term Care policies don’t have to be one-size-fits-all. Customize your policy with options and riders. We explain in this week’s Insurance Tip.
Are You Leaving Tax Money On The Table?
Crazy to think the IRS has unclaimed refunds. Could you be one? Depends on if you’ve missed these deductions. We explain in this week’s Tax Tip.
Retirement Plan Is Key to Confidence, Survey Finds
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.
In the News: Determining Business Value
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the value of your business depends on the valuation method used. Read the Article
Local Lodging May Be Deductible
The IRS can allow certain non-away-from-home lodging expenses to be treated as deductible business expenses. We explain in this week’s Business Tip.
Divorce and Medicaid
Divorce may allow an ex-spouse to qualify for Medicaid, but there are several drawbacks to this option. Learn more in this week’s Insurance Tip.
Am I liable for unauthorized transactions on my debit card?
Find an unauthorized transaction on your debit card? The amount of your liability depends on the type of transaction. Read all about it in this week’s Financial Tip.