Are life insurance proceeds income taxable?
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
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.
Are Your Important Financial Documents Safe?
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 the News: Even Married Couples Need to Discuss Power of Attorney
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated.
Quickbooks Tip: Creating Customer Statements in QuickBooks
QuickBooks statements provide an overview of every transaction that has occurred during a specified period of time. Learn more in this QuickBooks Tip.
Tax Breaks for Military Personnel
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.
Women: Moving Forward Financially After the Loss of a Spouse
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 The Right Employee Can Get You A Big Tax Credit
Hiring a disadvantaged individual can be a win-win situation thanks to the Work Opportunity Tax Credit.
In the News: Disability Insurance: Protecting Your Ability to Earn a Living
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains insuring your most valuable asset: your ability to earn a living.
November 1 Begins Open Enrollment for Health Insurance Marketplaces
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.