Natural Disaster Charity Volunteer Tax Breaks
If you volunteered for a charity in the aftermath of Hurricane Harvey or Irma, you may qualify for some tax breaks. Learn more in this week’s Tax Tip.
Taking Advantage of Employer-Sponsored Retirement Plans
If you can’t max out your 401(k), you should at least try to contribute up to the limit your employer will match. Learn why in this week’s Financial Tip.
In the News: When to Take Social Security Starts with Your Financial Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the decision to take Social Security comes back to your financial plan. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may…
Understanding Individual 401(k) Plans
In many cases, an individual 401(k) plan may offer a better combination of benefits than SEP or SIMPLE plans. Learn more in this week’s Business Tip.
Avoid Being Scammed by Fake Hurricane Charities
Check out your hurricane relief charities before you donate! Fraudsters will solicit on behalf of a fake charity. We explain in this special Tax Tip.
Hurricane Disaster Loss Tax Ramifications
If you were a victim of the recent hurricanes, you may be able to recoup some of your loss through a tax deduction. We explain in this week’s Tax Tip.
Managing Debt While Saving for Retirement
You just came into some money. Do you save for retirement or pay down debt? It’s a common quandary many face. Learn strategies in this week’s Financial Tip.
In the News: What Does Your Business Capital Cost?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the cost of capital for your business.
Protecting Your Identity After a Security Breach
In today’s Marietta Daily Journal: With so much online these days, Bil Lako, CFP® explains how to you protect your information.
Are You Missing Out on a 9% Business Deduction?
The IRS provides tax incentives for businesses that produce their goods and services domestically. Learn more in this week’s Business Tip.