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Author Archives: Editorial Team

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In the News: Charitable giving using life insurance

Charitable Giving, Featured, In The News, InsuranceBy Editorial TeamFebruary 21, 2020

In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how using life insurance could significantly increase how much you donate to your favorite charity. 

Employer’s Pension Startup Credit Substantially Increased

Employer’s Pension Startup Credit Substantially Increased

Blog, Business Owner/Self Employed, Retirement, TaxBy Editorial TeamFebruary 21, 2020

If you are considering establishing a qualified pension plan for your business, you may be entitled to the Credit for Small Employer Pension Startup Costs.

Credit Score

Four Ways You Can Improve Your Credit Report

Blog, Personal FinanceBy Editorial TeamFebruary 20, 2020

We explain four things you can do to help you improve what’s on your credit report.

Tax TIp

Above-the-Line Education Tax Deduction Reinstated

Blog, TaxBy Editorial TeamFebruary 19, 2020

Taxpayers now have a couple of optional tax benefits for post-secondary education expenses, and the rules related to each are different.

case study

Charitable Giving Using Life Insurance

Case Study, Charitable Giving, Estate, FeaturedBy Editorial TeamFebruary 17, 2020

The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.

IRA contribution

There’s Still Time to Contribute to an IRA for 2019

Blog, Retirement, TaxBy Editorial TeamFebruary 17, 2020

Have you made your 2019 IRA Contribution yet? You still have time.

Planning Priorities: Targeting Your Retirement Savings Goal

Investment Selection, Retirement, VideoBy Editorial TeamFebruary 14, 2020

In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, provides some tips and tricks to staying on track to reach your retirement goal.

In the News: Follow The Money

Featured, In The News, Investment Selection, Personal FinanceBy Editorial TeamFebruary 14, 2020

In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.

The Difference Between an Audit, a Review, and a Compilation

The Difference Between an Audit, a Review, and a Compilation

Blog, Business Owner/Self Employed, TaxBy Editorial TeamFebruary 14, 2020

If you’re considering investing in an organization or lending it money, you will likely need to get an audit, review, or compilation.

Congress Allowing Higher Medical Deductions for 2019 and 2020

Congress Allowing Higher Medical Deductions for 2019 and 2020

Blog, Business Owner/Self Employed, TaxBy Editorial TeamFebruary 12, 2020

With the passage of the Appropriations Act of 2020, more taxpayers may qualify for medical deductions.

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