Personal Automobile Insurance Policy: Overview
Your auto policy covers your injuries and damage, and depending on the situation, other people, vehicles, and property. Read more in this Insurance Tip.
Social Security and Medicare Figures for 2014
Social Security beneficiaries will receive a 1.5% cost-of-living adjustment for 2014. Learn more in this Financial Tip.
Not Too Late for Year-End Cash Flow Planning
In this week’s Atlanta Business Chronicle, Bil Lako, CFP® shares his insight on year-end cash flow planning for businesses. Read the Article
Make the Most of Your Deductions
To make the most of your Tax Deductions, it may be beneficial to itemize deductions on your tax return. Learn all about it in this Tax Tip.
More Money, More Problems
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article
How Much Is Your Closely Held Business Worth?
If a sale of a closely held business is between family members or friends, the sale price may reflect that relationship. Read more in this Business Tip.
IRA and Retirement Plan Limits for 2014
Retirement plan contributions limits for IRAs and employer-sponsored retirement plans remain unchanged for 2014. Learn more in this Financial Tip.
Don’t Overlook the Portability of a Deceased Spouse’s Unused Estate Tax Exemption
The portability of a deceased spouse’s unused estate tax exemption can greatly affect a surviving spouse’s estate taxes. Read all about it in this Tax Tip.
Health-Care Insurance Enrollment: Questions and Challenges
The ACA requires that most U.S. citizens and legal residents apply for qualifying health insurance by March 31, 2014. Learn what to do in this Insurance Tip.
‘Use-It-or-Lose-It’ Rule Modification
Flexible spending account plans may adopt a new $500 carryover rule, modifying the “use-it-or-lose-it” rule. We explain in today’s Marietta Daily Journal.