Am I liable for unauthorized transactions on my debit card?
Find an unauthorized transaction on your debit card? The amount of your liability depends on the type of transaction. Read all about it in this week’s Financial Tip.
Determining What A Business is Worth
As a small-business owner, it is in your best interest to discover the true worth of your most valuable asset through a business valuation.
With current P/E, overvaluation should not be a concern
Bil Lako, CFP® explains in today’s Marietta Daily Journal why the domestic markets should not be considered expensive. Read the Article
Tax Penalty For Not Having Insurance Ratchets Up In 2015
In 2015, not having health insurance may mean a penalty of $325 for each adult and $162.50 for each child. Learn more in this week’s Insurance Tip.
Is Your Refund Too High or Did You Owe Taxes? You Probably Need to Adjust Your W-4
Although the W-4 seems to be easy to fill out, this is where many taxpayers go wrong. We explain in this week’s Tax Tip.
Self-Directed IRAs
Want to invest in real estate, limited partnerships or small businesses? You can in a self-directed IRA. We explain in this week’s Financial Tip.
With the Markets’ Current P/E, Overvaluations Isn’t a Concern
Our Research Analysts address the concern that the U.S. Markets may be overvalued.
Surviving the Death of a Spouse
A spouse’s death creates a financial crossroad to for you to navigate while grieving. We explain in today’s Marietta Daily Journal. Read the Article
Will the Interest on Your Vehicle Loan be Deductible?
If your vehicle is used for business, a portion of your auto loan interest may be deductible. Read more in this Business Tip.
HMOs and PPOs: What's the Difference?
If you are offered a choice when selecting a managed health care system, learn the difference between an HMO and PPO. Read all about it in this week’s Insurance Tip.