Q&As on Roth 401(k)s
A Roth 401(k) option offers investors a unique opportunity to tax diversify retirement savings. We answer popular questions in this week’s Financial Tip.
Tax Breaks for Hiring Your Children in Your Family Business
If you own a business, you may consider hiring your minor children to provide extra help and save on taxes. We explain in this week’s Business Tip.
Calculating the gain on the sale of your home
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains how complicated calculating the gain on your home can be. Read the Article.
Life Insurance as an Employee Benefit
Looking for benefits to offer your employees? Consider offering life insurance. Learn more in this week’s Insurance Tip.
Solar Tax Credits—Before You Take the Leap
Before you agree to supply your power via solar panels, understand the nuances of the federal solar tax credit. Read more in this week’s Tax Tip.
Mid-Year 2016: An Investment Reality Check
How have the year’s events affected your portfolio? Do a mid-year investment check considering these three points. We explain in this week’s Financial Tip.
Insurance Coverage for Lost Income During an Unexpected Closure
Today’s Marietta Daily Journal: Bil Lako, CFP® explains how business interruption coverage can help a business survive a disaster. Read the Article
Business Credit Life Insurance
Business credit life insurance can guarantee repayment of business loans through a life insurance policy on your life. We explain in this week’s Business Tip.
Employer Offered You Health Insurance but You Got Yours through the Marketplace…You May Be in for an Unpleasant Surprise!
If you were offered “affordable” health insurance at work, you cannot get subsidized insurance through the Marketplace. Learn more in this week’s Insurance Tip.
School’s Out—Who's Going to Take Care of the Kids?
Are the kids struggling with summer boredom? Sending your children to day camp can have tax benefits. Read all about it in this week’s Tax Tip.