Is a Reverse Mortgage Right for You?
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated.
QuickBooks statements provide an overview of every transaction that has occurred during a specified period of time. Learn more in this QuickBooks Tip.
We all appreciate the sacrifices the military makes, even the IRS. Service members are eligible for some tax breaks. We explain in this week’s Tax Tip.
A spouse’s death can be overwhelming. It’s important to take certain steps to move on financially. We explain in this week’s Financial Tip.
Hiring a disadvantaged individual can be a win-win situation thanks to the Work Opportunity Tax Credit.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains insuring your most valuable asset: your ability to earn a living.
Individuals seeking coverage through the Health Insurance Marketplace have a shortened window to enroll in a plan. Learn more in this week’s Insurance Tip.
Headed to the casino? Remember, the tax code requires all gambling winnings to be reported. We explain in this week’s Tax Tip.