Not all business tax cuts are simple
In today’s Marietta Daily Journal, Bil Lako, CFP®, delves into the 20% deduction for pass-through businesses. Read the Article
How can an insurance company really tell if I smoke?
Smokers may be tempted to make false statements on life insurance applications to ensure acceptance or lower premiums. Doing so may result in policy termination or refusal to pay claims. We explain in this week’s Insurance Tip.
New Dow Record
Indices closed trading with gains on Thursday. The Dow hit an all-time record level for the 71st time this year, led higher by UnitedHealth and Caterpillar.
Gambling – Income Tax Conundrum
There are far more issues related to gambling than you might imagine, and they may be impacting your taxes more than you know. We explain in this week’s Tax Tip.
A Green Wednesday
Indices closed in green territory on Wednesday. Stocks stepped up in late afternoon trading. Healthcare and technology stocks led advancers while energy brands dipped on a decline in the price of crude oil.
How Much Risk Can You Take?
The amount of risk in your portfolio should reflect your ability to endure periods of market
volatility, both financially and emotionally. Learn what questions to ask yourself in this week’s Financial Tip.
Slight Slip
Indices closed slightly in the red zone on Friday. Brands including Nike, UnitedHealth Group, and JPMorgan Chase shed some points. Indices were up for the week but down for the session on a variety of economic news.
The Long-Awaited Tax Reform Bill
In today’s Marietta Daily Journal, Bil Lako, CFP®, delves into the Tax Reform Bill and how to navigate going forward. Read the Article
Business Owners: Equalizing Estate Distributions to Your Children
When a closely held business is involved, it can be challenging for parents to achieve a distribution of their assets that is equitable. Learn why in this week’s Business Tip.
What Will You Pay for Medicare in 2018?
A 2% cost-of-living increase for 2018 Social Security benefits will cause more people to pay higher monthly Medicare Part B premiums. Learn more in this week’s Insurance Tip.