Tax Smart Gifting
Sometimes a gift recipients think they must pay income tax on the gift received. False! We explain in this week’s Tax Tip.
Understanding the Definition of Financial Aid
In addition to loans, financial aid includes scholarships, grants, and work-study jobs. Read all about it in this week’s Financial Tip.
Would You Trust a Robot to Manage Your Money?
Robo-advisors are a new trend for investing. Bil Lako, CFP®, explains the good, bad and ugly in today’s Marietta Daily Journal. Read the Article
QuickBooks Tip: Creating Item Records
Be very precise when creating item records in QuickBooks to avoid creating problems with your accounting. We walk you through it in this QuickBooks Tip.
Family, Income and Residence Changes Can Affect Your Premium Tax Credit
It is important that you report changes in circumstances—including moving—to the Health Insurance Marketplace. Learn why in this week’s Insurance Tip.
Refinanced Mortgage Interest May Not All Be Deductible
In some instances, home equity debt isn’t tax deductible. We explain in this week’s Tax Tip.
All About IPOs
The offering price of an IPO may be very different from the price at which the stock trades on its first day. We explain in this week’s Financial Tip.
Life Events Require Financial Planning to be More Deliberate
In today’s Marietta Daily Journal, we explain how it takes a significant life event to motivate a family into taking action. Read the Article
Large Employers Must Offer Affordable Health Coverage Beginning In 2015
Large employers are required to offer health care coverage this year. Learn if this affects your business in this week’s Business Tip.
No Health Insurance? Qualify for Hardship Waiver?
Not having health insurance coverage will impact your 2014 taxes, either by extra forms to fill out or penalties. Read more in this Insurance Tip.