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.
‘Sell in May and Go Away’ and Other Investment Adages
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can’t invest by following rhyming couplets. Read the Article
New Business? First-Year Deduction Strategies
Not all start-up business expenses are deductible in the first year. We offer first-year deduction strategies in this week’s Business Tip.
Group Disability Insurance
A group disability insurance policy can be an affordable solution to your need for income protection. We explain in this week’s Insurance Tip.