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.
Better to Sell or Trade a Business Vehicle?
When replacing a business vehicle, it makes a difference tax-wise if you sell or trade it in for the replacement. Read all about it in this week’s Business Tip.
Year-End Investment Moves
If you invest in stocks, you may have an opportunity for tax savings before year-end. We explain in this week’s Tax Tip.