In today’s Marietta Daily Journal, Bil Lako, CFP®, explains when it is and when it isn’t the IRS calling you. Read the Article
If you are a business owner and you are also the chief innovator and top salesman, you may want to consider how this might negatively affect your future. We explain in this Business Tip.
Gene W. Henssler, Ph.D., was recognized by Barron’s Magazine “Top 1,200 Financial Advisors.” Barron’s published their annual state-by-state listing of financial advisors in the March 10, 2018 issue. Coming in at No. 7 this year, Dr. Henssler has made the Georgia list since 2014. See the List Barron’s 2018 “Top 1,200 Financial Advisors” published in…
If you think that your auto insurance costs are higher than normal, there may be some ways to help lower your premiums. We explain in this Insurance Tip.
The tax reform law didn’t outlaw business losses. It just limits your losses. Excess losses are treated as a net operating loss (NOL) and carried forward to the next year’s return. We explain in this week’s Tax Tip.
They say, “less is more,” and sometimes in retirement, that is true. Downsizing can be a savvy financial move. We explain in this week’s Financial Tip.
As a business owner, your people are a great investment. Consider keeping your employees healthy and happy with a wellness program. We explain in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, shows the possible impact the Tax Cuts and Jobs Act could have on the tax treatment of alimony payments. Read the Article
Being prepared to weather a storm isn’t just financial advice—it’s actual preparedness for your family and home to withstand power outages, downed trees and flooding. Learn more in this week’s Insurance Tip.
Working in retirement to keep your mind active? Depending on your age, earnings from work may affect the amount of your Social Security benefit. We explain in this week’s Financial Tip.