10 Questions to Ask Your Financial Team When Starting Up
Thinking of starting a business? Assemble your financial team and answer these tough questions first. Read all about it in this week’s Business Tip.
Should I take out a home equity loan to pay for my child's tuition?
Thinking of tapping the equity in your home to pay for your child’s tuition? Know the facts first! We explain in this week’s Financial Tip.
Purchasing Power and the Ten Year Rule
In today’s Marietta Daily Journal Bil Lako, CFP®, addresses concerns about investing in fixed income and the loss purchasing power because of inflation. Read the Article
10 Insane (But True) Ways to Grow Small Business Profits
Resolving to increase your business profits in 2017? We offer 10 tips that may help in this week’s Business Tip.
Tax Benefits for Single Parents
Being a single parent is difficult. The IRS has some tax benefits that may be beneficial for your household. Read all about them in this week’s Tax Tip.
Separately Managed Accounts: Tailored to Suit You
Mutual funds have an inherent lack of tax efficiency. A better approach for some may be a separately managed account. We explain in this week’s Financial Tip.
IRS Reminds Business Owners of New W-2 Filing Deadline
Business owners: Reminder about the new January 31 deadline for submitting Forms W-2 and certain Forms 1099-MISC. Read more in this week’s Business Tip.
Medicaid Liens and Estate Recoveries
When determining Medicaid eligibility, assets and funds that are exempt are not exempt from recovery proceedings. We explain in this week’s Insurance Tip.
Thinking of Converting Your Home to a Rental? Better Read this First
Before you convert your home to a rental, be aware of the tax implications regarding capital gains and deductions. Learn more in this week’s Tax Tip.
Estimating Your Retirement Income Needs
Retirement planning is not an exact science. Your specific needs depend on your goals and many other factors. We explain in this week’s Financial Tip.