Back-Door Roth IRAs
Sure, Roth IRA conversions sound like a great idea, but you have to carefully consider the tax consequences first. Read all about it in this week’s Tax Tip.
Sure, Roth IRA conversions sound like a great idea, but you have to carefully consider the tax consequences first. Read all about it in this week’s Tax Tip.
“Good, in theory…” Financial guidelines can be difficult to put into practice. We offer some insight on how to do so in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako CFP® explains why building a credit history is important for Millennials. Read the Article
What are your options for business funding? Surprisingly, there are more options than just a bank loan. We explain in this week’s Business Tip.
Group term life insurance may be a benefit your employer offers. Learn some of the basics of this benefit in this week’s Insurance Tip.
If you donate use of your time-share property to a charity, your allowable tax deduction may be less than you think. Read all about it in this week’s Tax Tip.
Do you want to lease or buy a vehicle? We compare eight key points to consider in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article
At 26 you’re no longer covered on your parents’ health care plans. Learn your options to obtain coverage on your own in this week’s Insurance Tip.
Overlook something on your tax return? You can easily amend your return and possibly avoid any IRS correspondence. Read all about it in this week’s Tax Tip.