In the News: Alternative Investments for Average Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
Health Insurance for Travelers
Bags Packed? Before you head out, you need to know how your health insurance works out of state or out of country. Learn more in this week’s Insurance Tip.
Uber and Lyft Drivers’ Tax Treatment
Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week’s Business Tip.
Education Credits Aren’t Just For Children’s Tuition
It’s not just for kids! You too can use the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn how in this week’s Tax Tip.
Is It Wise to Trade Your Pension for a Lump Sum?
If you’re in the 35% of workers who still have a pension, think carefully before accepting a lump sum payout. We explain in this week’s Financial Tip.
In the News: A Will Needs Regular Maintenance
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simple mistakes in your Will can create headaches for your heirs.
Estimated Tax Payments Are Not Just for the Self-Employed
Do you have income that is not subject to withholding taxes? You too must make estimated tax payments. Read all about it in this week’s Business Tip.
Why Buy Insurance?
You don’t have to bear the risk of financial loss alone. Insurance is all about risk and financial protection. We explain in this week’s Insurance Tip.
Tax Implications of Crowdfunding
When crowdfunding, the money raised may be taxable depending upon the purpose of the fundraising campaign. Read more in this week’s Tax Tip.
Paying for College from Cash Flow
Check with your child’s school about different payment options. You may be able to pay from cash flow. Learn more in this week’s Financial Tip.