Fall Tax Planning Checklist
You’re too busy living life to realize how much has changed. Time to take a look at our fall tax planning checklist. Learn more in this week’s Tax Tip.
You’re too busy living life to realize how much has changed. Time to take a look at our fall tax planning checklist. Learn more in this week’s Tax Tip.
The Fed makes headlines daily… but who are they and what do they do? Learn about their influence in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
The addition of riders allows you to customize your disability insurance policy to suit your needs. Read all about them in this week’s Insurance Tip.
Business travel need not bankrupt you! There are tax breaks available, but there are rules to follow. Learn more in this Tax Tip.
If you’re incapacitated, would your spouse have access to your online accounts? Learn why it’s important to keep a password list in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how you should not mistake a promised retirement benefit for a guarantee. Read the Article
QuickBooks offers multiple ways to do the same tasks, accommodating different work styles. Learn about Income Tracker in this week’s Business Tip.
QuickBooks offers multiple ways to do the same tasks, accommodating different work styles. Learn about Income Tracker in this week’s Business Tip.
Risk transfer to an insurance company can protect your dependents from losses that may result from your premature death. Read more in this Insurance Tip.