Use Direct Deposit for Faster Refunds
Antsy to get your hands on your tax refund? Opt for direct deposit to receive it faster. Read all about it in this week’s Tax Tip.
Developing a Spending Plan
A spending plan puts you in charge of how your money is being spent and gives you a sense of control. We explain in this week’s Financial Tip.
Why Do Small Businesses Fail, and How Can I Prevent This?
There’s no magic solution to ensure a successful business. We explain some of the common reasons that small businesses fail in this week’s Business Tip.
Maximizing Your Affordable Care Act Insurance Supplement
Many issues can affect your MAGI, which, in turn, can reduce or eliminate financial assistance for health insurance. Read more in this week’s Insurance Tip.
Tax Benefits for Parents
You’re probably aware of the dependent tax exemption, but there are many other tax breaks for parents. Read all about them in this week’s Tax Tip.
Investing that Makes an Impact
You can make an impact by investing in companies with ethical and/or sustainable business practices. Learn all about them in this week’s Financial Tip.
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should let your adviser know about all of your investments. Read the Article
Valuations: What’s in a Ratio?
If you use a single ratio to value a business, like Price-to-Revenue, you may overlook several key value factors. We explain in this week’s Business Tip.
How Can I Prepare Financially for Stormy Weather?
Storms on the horizon? Make sure your homeowners and auto insurance coverage is sufficient. Learn more in this week’s Insurance Tip.
401(k) Withdrawals: Beware the Penalty Tax
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.