Misclassifying Workers Can Be Costly!
The IRS pays close attention to how you classify your employees and independent contractors. Learn more in this Tax Strategist.
Cash Value Life Insurance
Cash value life insurance comes in many flavors, all with different features. Read all about them in this week’s Insurance Tip.
The Alimony Gap
Alimony: deductible for those who pay; taxable for those who receive. But the IRS sees discrepancies in what’s reported. Learn what we mean in this week’s Tax Tip.
Financial Myths, Mistakes, and Misunderstandings
“I know my finances like the back of my hand. I don’t need to write them down,” and other mistakes you’re making. Read all about it in this week’s Financial Tip.
Know Options if You Own Variable Annuity
In today’s Marietta Daily Journal, explore your options if you have significant gains in your variable annuity. Read the article
Life Insurance Contractual Obligations
September is National Life Insurance Awareness Month. We discuss some of the basics – Contractual Obligations in this week’s Insurance Tip.
Life Insurance for the Self-Employed
If you are self-employed your life insurance needs also need to consider your business financial obligations. Learn more in this Business Tip.
Reap the Tax Benefits of Education Planning
Uncle Sam appreciates a higher education. Learn the tax advantages to going to school in this week’s Tax Tip.
Possible Relief for Consumers with Low Credit Scores
How your credit score is calculated is changing–likely in your favor if you’ve had medical debt repaid in collections. Learn how in this week’s Financial Tip.
Don’t Confuse a Product with a Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a financial product is not a financial plan. Read the article