Loss of Tax Deductions, Gains of Tax Credits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the loss of personal exemptions may affect families. Read the Article
Facing the Possibility of Incapacity
There are many factors to consider when you are planning for the potential for incapacity, even when you have substantial financial resources available for your long-term care. We explain this this Estate Planning Tip.
Driving For Uber Or Others? Your Tax Situation Is Unique
If you schlep people around town as part of a ride-sharing service, you are considered self-employed and have a unique tax situation that warrants attention! We explain in this week’s Tax Tip.
Loss of Tax Deductions, Gains of Tax Credits
Bil Lako, CFP®, explains while everyone lost personal exemptions, many more taxpayers gained the child tax credit. Read the Article on Sean Hannity’s Website
Demographic Dilemma: Is America’s Aging Population Slowing Down the Economy?
Roughly 1.2 million baby boomers will retire this year. And next year. And the year after that, and so on. We take a look at what that may mean for our economy in this week’s Financial Tip.
Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
Roughly 1.2 million baby boomers will retire this year. And next year. And the year after that, and so on. We take a look at what that may mean for our economy in this week’s Financial Tip.
QuickBooks Tip: Working with Downloaded Transactions
QuickBooks Online does more than simply download financial transactions: It lets you define them in greater detail. We explain in this QuickBooks Tip.
Recharacterization is Off the Table
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how going forward, Traditional to Roth IRA conversions are a permanent decision for investors. Read the Article
Divorced, Separated, Married or Widowed? Unpleasant Surprises May Await You at Tax Time
Marriage, separation, divorce or widowed: Those are all highly emotional relationship events, and the last thing on your mind is probably your tax filing status. We explain what you need to know in this week’s Tax Tip.
Refinancing Your Mortgage
There are many reasons to refinance your home besides getting a lower interest rate. We explore the reasons in this week’s Financial Tip.