Did You Overlook Something on a Prior Tax Return?
Failing to report an item of income can often generate an IRS inquiry. Solution? File an amended return. Read all about it in this Tax Tip.
15 Ways to Save on Your Next Vacation
If money is precious, it is even more precious when it goes toward a vacation! Read 15 way to save on your next getaway in this week’s Financial Tip.
2013 Will Hit Higher-Income Taxpayers Hard—Be Prepared (Part 3)
Warning to high income earners: You may be subject to surtaxes on certain wages and investment income. Read more in this Tax Strategist.
Children at Risk for Identity Theft
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how children are susceptible to ID theft. Read the Article
Auto Insurance: Premiums
Insurers use complicated formulas for calculating premiums. Understanding it can help you find ways to lower your premium. Read more in this Insurance Tip.
President’s Proposed Tax Changes for 2014
The President’s budget proposal aims to limit tax deductions and increase small-business retirement plan participation. Learn more in this Tax Tip.
Four Retirement Saving Myths
Think you’ll be able to save later for retirement? Not likely. We explain the fallacy in four common retirement myths in this week’s Financial Tip.
Student Loans and Hardships
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the options for student loan payments when financial hardships happen. Read the Article
Leave Your Business to Your Family
A successful succession plan addresses management succession as well as ownership and estate planning issues. Learn more in this Business Tip.
Auto Insurance: Coverage Options
Considering buying a shiny new car for your graduate? Better review your car insurance options too! Learn more in this Insurance Tip.