School’s Out—Who's Going to Take Care of the Kids?
Are the kids struggling with summer boredom? Sending your children to day camp can have tax benefits. Read all about it in this week’s Tax Tip.
Are the kids struggling with summer boredom? Sending your children to day camp can have tax benefits. Read all about it in this week’s Tax Tip.
Retiring sounds easy, but have you considered how changes in your income sources affect your standard of living? Read more in this week’s Financial Tip.
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Businesses can use life insurance to fund a qualified retirement plan, but there are limitations. Read all about it in this week’s Business Tip.
If you have more than one vehicle, it is important to know what your personal auto policy covers. We explain in this week’s Insurance Tip.
There are taxes even in death. If you have no estate tax provision in your Will, state laws intervene. Learn more in this week’s Tax Tip.
Scary Fact: 41% of households headed by someone aged 55 to 64 had no retirement savings. Learn the steps you should take now in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Corporations can use corporate-owned life insurance policies to fund nonqualified deferred compensation plans. Learn more in this week’s Business Tip.
Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.