Tax Loss Harvesting: More than Just Selling the Losers
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the risks to tax loss harvesting and why you need an expert’s help. Read the Article
Small Business Reminder: De Minimis Expense Election Required
Businesses have until Dec. 31 to adopt the de minimis expense election. Learn more in this week’s Business Tip.
Seniors Beware, Affordable Care Act Will Be Cutting Your Medical Deductions
In 2017, seniors will only be able to allow a medical expense deduction that exceeds 10% of their AGI. Read all about it in this week’s Insurance Tip.
Don’t Miss out on the Electric Vehicle Credit
Looking for a new car? You still may be able to take advantage of the electrical vehicle credit worth as much as $7,500. Learn more in this week’s Tax Tip.
Are You Ending 2016 Healthy, Wealthy and Wise?
Just as you see your doctor yearly, think of a year-end review as an annual physical for your money. We explain in this week’s Financial Tip.
In the News: A Primer on Medicare and Open Enrollment
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains Medicare and the current open enrollment season. Read the Article
Business Owners: Don't be Left Holding the Tax Bag
There are substantial penalties if you fail to file a correct 1099-MISC for independent contractors by the due date. We explain in this week’s Business Tip.
Medicare Open Enrollment Period: Changes You can Make & What to Consider
Medicare Open Enrollment Period is Oct. 15 through Dec. 7. Learn what you can change and what to consider in this week’s Insurance Tip.
Married to a Non-U.S. Citizen?
The status of your non-U.S. citizen spouse dictates how you are taxed. Learn more in this week’s Tax Tip.
Will vs. Trust: Is One Better than the Other?
Wills and trusts allow you to distribute your assets at death, but there are differences between these documents. We explain in this week’s Financial Tip.