Insurance Contract Basics
Comparing insurance policies may make your eyes glaze over, but all policies share certain common elements. Learn more in this week’s Insurance Tip.
Interest Rates Fall Again on New Federal Student Loans for 2016/2017
Federal student loans issued July 1, 2016, through June 30, 2017 will enjoy a lower interest rate. Read more in this week’s Financial Tip.
Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of the benefits to the FAFSA’s new prior-prior income rule. Read the Article
Business Owners: Other Compensation Methods
There are a number of tax-favored fringe benefits companies may offer to both regular and highly paid employees. Read all about it in this week’s Business Tip.
Common Annuity Riders
Annuity riders are optional features that provide added benefits to a basic annuity contract. Learn all about them in this week’s Insurance Tip.
Investors Are Human, Too
Think the markets are crazy? First understand investor behavior can be influenced by emotions such as greed and fear. We explain in this week’s Financial Tip.
Tax Court Ruled Employer’s Independent Contractor Interpretation Reasonable
If you have independent contractors, keep up to date on how the Tax Court rules in cases the IRS brings. Read all about it in this week’s Business Tip.
Dealing with the tax consequences of a highly appreciated asset
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a highly appreciated stock position, can create both a tax and estate planning issue. Read the Article.
I'm considering leasing a car. Is there any special insurance I need?
When leasing a car, you may need more insurance to cover your loss if the vehicle is totaled or stolen. Read all about it in this week’s Insurance Tip.
Short-Term Rental, Special Treatment
Rent your home via Airbnb, VBRO or HomeAway? Some special tax rules may apply to you! We explain in this week’s Tax Tip.