In the News: Keeping politics out of your portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why who the president of the United States is has little to do with the performance of your portfolio.
Retain and Reward Key Employees with an Executive Bonus Plan
One way business owners can reward key employees is by offering a nonqualified executive bonus plan. Read all about it in this week’s Business Tip.
How long will I have to pay for private mortgage insurance?
Paying PMI on your mortgage? Good news is it won’t last forever. We explain in this week’s Insurance Tip.
Back to School? Tax Breaks May Help to Pay the Cost!
If you’re headed back to college this fall, be sure to learn about the tax breaks that can help defray the cost. Learn more in this week’s Tax Tip.
Five Things to Know About Inherited IRAs
If you’re the beneficiary of an IRA, you need to be aware of the special rules concerning RMDs. We explain in this week’s Financial Tip.
Avoiding RMDs: Work Forever or Give It All Away
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains you can delay paying taxes but you can’t avoid them altogether. Read the Article
Avoid These Four Common Small Business Accounting Mistakes
Accounting mistakes can trip up the best business owner. Learn the top four mistakes and how to avoid them in this week’s Business Tip.
Annuities: Traps for the Unwary
It’s possible to trigger an unexpected taxable event when dealing with annuities. We explain in this week’s Insurance Tip.
Substantiating Your Charitable Gifts
Not all charitable gifts are the same—different types require different documentation for a tax deduction. Learn more in this week’s Tax Tip.
Gift Idea: Grandchild IRA
If your grandchild worked over the summer, consider funding an IRA for them. Read all about it in this week’s Financial Tip.