Four Tips for Downsizing in Retirement
They say, “less is more,” and sometimes in retirement, that is true. Downsizing can be a savvy financial move. We explain in this week’s Financial Tip.
Business Owners: Should You Consider a Wellness Program for Your Employees?
As a business owner, your people are a great investment. Consider keeping your employees healthy and happy with a wellness program. We explain in this week’s Business Tip.
In the News: Divorce is Becoming Less and Less Affordable
In today’s Marietta Daily Journal, Bil Lako, CFP®, shows the possible impact the Tax Cuts and Jobs Act could have on the tax treatment of alimony payments. Read the Article
Can receive Social Security retirement benefits while you’re still employed?
Working in retirement to keep your mind active? Depending on your age, earnings from work may affect the amount of your Social Security benefit. We explain in this week’s Financial Tip.
Tax Cuts and Jobs Act Promises Big Changes for Businesses
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how the corporate tax cuts in the Tax Cuts and Jobs Act may affect the economy. Read the Article
How Small Businesses Write Off Equipment Purchases
Small businesses have several options for deducting the purchase of equipment on their taxes. Which one do you choose? Depends on how big of a deduction is needed, and when. We explain in this week’s Business Tip.
Settling an Estate: Executors Inherit Important Title
Settling an estate can be a difficult and time-consuming job that could take several months to more than a year to complete. Learn all about it in this Estate Planning Tip.
2018 Standard Mileage Rates Announced
Those who track mileage for work will be glad to know the IRS adjusted the 2018 standard mileage rate for inflation. Read more in this week’s Tax Tip.
New Blended Retirement System for Military
The Office of Financial Readiness now offers a new military retirement system that blends a defined benefit annuity with a defined contribution plan. Read all about it in this week’s Financial Tip.
Alternative minimum tax back to targeting the very rich
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the changes the Tax Cuts and Jobs Act made to Alternative Minimum Tax. Read the Article