We warned you! Tax laws do change, and we’re approaching what could be a BIG change. Thankfully there is still time and moves to make that may reduce your 2017 tax bill. Read all about it in this week’s Tax Tip.
Baby boomers are turning 70½ at a fast clip—about 10,000 per day! If you’re a baby boomer, it’s time to take required minimum distributions seriously because penalties are steep!
Key Performance Indicators help business owners know how their company is performing, and they can be used as a guiding point for every decision made within the company. We explain in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you have to understand what you’re protecting before you buy a souped-up insurance policy to cover it. Spoiler Alert: It starts with your financial plan!
If you find that you still have money left over in your FSA as the end of the year approaches, there are a number of ways to spend down your account balance. We explain in this week’s Insurance Tip.
Remember all those tax documents you get? The 1099s, W2s, K-1s? The IRS also receives a copy, and they can match it to what you report. Omit one and you’ll get a letter. We explain in this week’s Tax Tip.
There are so many “retirement rules of thumb” to help you save. However, the retirement YOU want may be quite different from the average. Consider your situation before taking generic advice. Read all about it in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, provides his opinions on if it is time to get out of the market and go to cash. Spoiler Alert: The market’s fundamentals are solid.
Considering buying your office space? Consider the tax benefits, potential rental income, and your need for room to grow before you purchase. Read all about it in this week’s Business Tip.
You can convert your traditional IRA to a Roth IRA this year, and if tax laws change in your favor, you can recharacterize the conversion for 2017 and then re-convert for 2018. We explain in this week’s Tax Tip.
