Revising Your W-4? Seek Professional Advice
Be careful when completing the W-4 form because errors can create some significant financial problems. Read about about it in this Tax Tip.
Expecting a Large Inheritance? Don't Count on It
Considering your parents live could spend 25+ years in retirement, you may not want to count on a large inheritance. Read more in this Financial Tip.
Three Misconceptions About Payment Processing
Accept Visa? Your customers love you for it, but as a business owner, you need to understand payment processing fees. Learn more in this Business Tip.
What Is Pet Insurance?
If Fido is considered a member of the family, you may consider pet insurance to provide for his health care costs. Learn all about it in this Insurance Tip.
American Taxpayer Relief Act of 2012—Provisions Applicable to Small Businesses
The 2012 Tax Act includes several provisions for small businesses—many of which were retroactive for 2012. Learn more in this Tax Tip.
The "SEPP" Exception to the IRA Premature Distribution Tax
If you need to tap the funds in your IRA, you may be able to avoid the early 10% withdrawal penalty. Read more in this Financial Tip.
Why Refinancing Can Help You
Bil Lako, CFP® discusses the financial advantage to refinancing a mortgage in today’s Marietta Daily Journal.
Compensating Yourself with Wages
If you own a business, you likely receive compensation through wages and dividends. But which is better? Find out in this Business Tip.
If Long-Term Care Insurance Isn't for You: Other Options
Long-term care insurance can be cost prohibitive, but there are alternatives. Read all about them in this week’s Insurance Tip.
Don’t Forget to Report Those Foreign Financial Assets!
The penalty for failing to report specified foreign financial assets for a tax year is $10,000! Learn more in this week’s Tax Tip.