Types of Stocks
Stocks are classified by type, size, cyclicality and location, which helps weed out those unsuitable for your strategy. Learn more in this Financial Tip.
Make Moves Today to Secure 2015 Tax Credits
Bil Lako CFP® explains how you can apply for a Georgia tax credit that also nets you a federal tax deduction! Read the Article in Today’s Marietta Daily Journal
Converting from C Corporation to S Corporation
Consider electing S corporation status if the shareholders want to avoid double taxation on the earnings. Learn more in this Business Tip.
Insuring a New Home During Construction
Consider insuring your home during construction with a policy that escalates coverage as construction progresses. Read all about it in this Insurance Tip.
The Earned Income Tax Credit: The IRS’s Nemesis
The Earned Income Tax Credit: The government wants those who are entitled to the credit to claim it. Learn more in this Tax Tip.
U.S. Stock, Commodity and Option Exchanges
There is much more to “the markets” than the NYSE. Learn more about the many exchanges in the financial marketplace in this week’s Financial Tip.
Benefits Available for Military Personnel
Bil Lako, CFP® explains the many financial benefits available for military personnel to help them reach their goals. Read the Article
Determining the Need for Long-Term Care Insurance: How Much Is Enough?
When determining your long-term care coverage, one thing to consider is the cost of nursing homes in your area. Learn more in this Insurance Tip.
Did You Overlook Something on a Prior Tax Return?
If you forgot to include something on your tax return, the solution is to file an amended return as soon as possible. Read more in this Tax Tip.
Are any financial aid programs tailored especially to parents of post-secondary students?
While most federal loans are provided directly to students, the Parent PLUS Loan program is available to parents. Learn more in this Financial Tip.