Are You In Danger of an Audit?
While only 0.9% of all federal tax returns were audited, 85% of those audited owed additional taxes. Find out if you’re at risk in this week’s Tax Tip.
How Much Annual Income Can Your Retirement Portfolio Provide?
Withdrawing retirement assets is an art: too much and you may run out of money; too little and you may not enjoy it. Learn how to balance it in this week’s Financial Tip.
Is it a Bad Fit or is it a Bad Adviser?
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
Retirement Planning with Indexed Universal Life Insurance
Interest earnings on cash values in an Indexed Universal Life policy are tied to the performance of a market index. Read all about it in this Insurance Tip.
Changes in Circumstances Can Affect Your Premium Assistance Credit
Health insurance premium subsidies are determined using estimated household income and family sizes. Learn more in this Tax Tip.
Personal Finance Tips for New Graduates
Your first full-time job after graduation is the perfect time to get started right with your personal finances. Read more in this Financial Tip.
Speculative Investment or Currency of the Future?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why the Bitcoin is considered property rather than currency. Read the Article
Lifetime Gifting of Stock or Business Interest
Gifting your business interest allows for more flexibility than selling your business outright. Learn more in this Business Tip.
Travel Insurance
If your well-deserved vacation is canceled or cut short, will you be able to get any of the money you’ve spent back? Find out in this Insurance Tip.
IRS Reinterprets the Once-Per-Year IRA Rollover Limitation
A recent Tax Court Case ruled the once-per-year rollover applied to the aggregate of all of the taxpayer’s IRA accounts. Does this affect you? Find out in this Tax Tip.