In the News: Mistakes Costly when Planning for RMDs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why RMDs are one area where professional help is worth the cost.
Real Estate Investment Can Quickly Become a Job
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how real estate investing can become a job. Read the Article
Save More to Save More
Ever consider increasing tax-deferred savings to become eligible for tax deductions or credits? You may want to! We explain in this week’s Marietta Daily Journal.
Would You Trust a Robot to Manage Your Money?
Robo-advisors are a new trend for investing. Bil Lako, CFP®, explains the good, bad and ugly in today’s Marietta Daily Journal. Read the Article
Life Events Require Financial Planning to be More Deliberate
In today’s Marietta Daily Journal, we explain how it takes a significant life event to motivate a family into taking action. Read the Article
Don’t let 2015 be another year of empty resolutions
The decisions you make today will affect how well you are prepared for what lies ahead. We explain in today’s Marietta Daily Journal. Read the Article
Holiday Research Report
Before you make an investment in Holiday Cheer, tax Dr. Gene’s advice: “Always do your homework.” Hot Chocolate, Jingle Bells, Fruitcake, Wrapping Paper, Poinsettias and the Times Square Ball Drop—See how these have changed over time.
Trusts: Providing for Family and Donations
A way to provide for your family and help a non-profit organization is to establish a charitable trust. We explain in today’s Marietta Daily Journal. Read the Article
Give Your Gift to Charity, not the IRS
If you’re giving to charity this holiday season, make sure the IRS isn’t the beneficiary of your gift. We explain in today’s Marietta Daily Journal. Read the Article
Tax Tips for Realtors®
Tax Manager John Dickson, C.P.A., CVA, contributed a feature article to the November/December issue of Georgia Realtor® magazine. Read his nine tax strategies for Relators® to lessen their tax burden. Read the Article