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.
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.
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.
In today’s Marietta Daily Journal, Bil Lako, CFP®, delves into the Tax Reform Bill and how to navigate going forward.
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.
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.
We all dream about winning Power Ball, but a significant financial windfall is not as simple as deciding how to spend the money. We explain in this week’s Financial Tip.
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.
The markets kicked off the week with gains as the Dow Jones Industrial Average and S&P 500 Index hit new record levels. Technology and Energy stocks led advancers as U.S. prices jumped 1.1% to settle at $57.99 a barrel. Trading was mixed on Tuesday, but both the Dow and S&P 500 closed at new record highs for the third straight session while the NASDAQ dipped into the red zone.
Bil Lako, CFP®, had a chance to interview Shari Martin from the Cobb Community Foundation on how they assist philanthropic individuals, families, businesses and organizations with donor-advised funds.
If your business is online—let’s face it, most business are—you’re not immune to a data breach. Protect your customer data not only with a firewall but a cyber insurance policy as well. Learn more in this week’s Business Tip.