Get a Big Refund this Year?
What’s wrong with a tax refund? You’re only getting your own money after making an interest-free loan to Uncle Sam. We explain in this Tax Tip.
Understanding Real Cost of Long-Term Care
Long-term care insurance could be the difference between an inheritance of two-weeks’ pay and $638,400. We explain in today’s Marietta Daily Journal
Monthly Financial Statement Monitoring
As a business owner, do you know the 10 basic elements of your company’s financial statement? Read more in this Business Tip.
Choosing an Assisted-Living Facility
“Assisted-living facility” is a term that encompasses a variety of communities with different levels of care for seniors. Learn more in this Insurance Tip.
Receiving Tips Can Be Taxing
If your college student is waiting tables this summer, remind them that those cash tips aren’t tax free income. Read more in this Tax Tip.
Retirement Confidence on the Rise, Survey Finds
Retirement confidence seems to have improved from record lows over the past five years, according to the 24th Annual Retirement Confidence Survey. Read more findings in this Financial Tip.
Disability Policies can Protect Your Income and Your Business
Business owners have access to unique disability income insurance policies to help them address their potential challenges of keeping their business running during a disability of the owner or key person.
Business Financial Ratios
Financial ratios allow you to evaluate your business’s condition and performance, and highlight areas for improvement. Learn more in this Business Tip.
Private Disability Income Insurance: Optional Benefits and Riders
You may be able to add riders to your disability policy to enhance your benefits. Learn more in this Insurance Tip.
Don’t Get Scammed, They Are Very Clever
Scammers claim to be from the IRS, banks or credit card companies to trick you into divulging your personal information. Learn more in this week’s Tax Tip.