Using Home Equity for Business Needs
Before you tap your home equity to fund a business venture, you need to understand the tax ramifications. Read all about it in this week’s Business Tip.
Protecting Your Home from Wind Damage
In most cases, windstorm damage to your home is covered by standard homeowners insurance. But there can be exceptions. We explain in this week’s Insurance Tip.
Deductions Eliminated Under Trump’s Tax Reform Proposal
Tax laws are *always* subject to change. Learn what deductions may be up for elimination in this week’s Tax Tip.
Withdrawal Options for Your Thrift Savings Plan (TSP)
Federal civilian employees and military personnel have several options to withdraw from their Thrift Savings Plan. Learn more in this week’s Financial Tip.
In the News: Your Will, Your Wishes: Beneficiary Coordination a Must
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how important beneficiary designations are to passing your wealth.
Setting Up a SIMPLE IRA Plan: It’s Simple!
Small-business owners can offer employees a SIMPLE IRA to save for retirement. It’s really simple! We explain in this week’s Business Tip.
Liability Coverage under Your Personal Auto Insurance Policy
State laws require you to have car insurance. We explain your liability coverage portion in this week’s Insurance Tip.
Big Tax Break for Adoptive Parents
If you are an adoptive parent or are planning to adopt a child, you may qualify for a substantial income-tax credit. We explain in this weeks Tax Tip.
U.S. Census Bureau Releases Report on Young Adulthood
While some may roll their eyes at Millennials, the truth is that economics and demographics of young adulthood have changed. Read all about it in this week’s Financial Tip.
In the News: Dollar Cost Averaging During Market Highs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains dollar cost averaging money into a bull market.