Are You Caring for a Disabled Family Member?
If you receive Medicaid waiver payments for caring for an individual, these payments may not be taxable as income. Learn more in this week’s Insurance Tip.
If you receive Medicaid waiver payments for caring for an individual, these payments may not be taxable as income. Learn more in this week’s Insurance Tip.
Outsized refund or huge tax bill? Adjusting your W-4 may help eliminate surprises next tax season. We explain in this week’s Tax Tip.
If retirement is near, you may want to focus on your retirement budget, sources of income and paying down debt. Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the drawbacks to giving away assets to qualify for Medicaid. Read the Article
Selling a business interest can yield a gain or loss, but the tax treatment varies depending on the business entity. Learn more in this week’s Business Tip.
Your homeowners policy may cover your possessions that are outside of your home. We explain in this week’s Insurance Tip.
For members of the U.S. Armed Forces, not all of your pay may be subject to income tax. Read more in this week’s Tax Tip.
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
Health care coverage is a great employee benefit, and employers have choices in what they offer. We explain in this week’s Business Tip.