Bil Lako, CFP® explains that you actually want to owe a lot of tax on your investment portfolio because that means you’re making a lot of money. Read the Article
While it is included in many health care plans, you may be able to buy a separate prescription drug plan, especially if you spend a lot of money on your medications. We explain in this week’s Insurance Tip.
It’s almost year-end! If you want to improve your tax situation for 2017, learn 10 potential tax moves in this week’s Tax Tip.
The Social Security Administration has stopped mailing Social Security Statements to individuals under age 60, but you can get your statement online. Learn more in this week’s Financial Tip.
Before you spend sleepless nights crunching numbers for your business, understand the basics of bookkeeping. Learn more in this Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward. Read the Article
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
Indices closed in red territory on Wednesday. Energy brands such as Marathon Petroleum, Exxon Mobil, and ConocoPhillips traded lower on a slip in crude oil prices.
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
Indices ended trading in red territory on Tuesday. Brands such as Apple and General Electric dipped amid a variety of economic news.