Was Your Refund Too High or Did You Owe Taxes? You Probably Need to Adjust Your W-4
Outsized refund or huge tax bill? Adjusting your W-4 may help eliminate surprises next tax season. We explain in this week’s Tax Tip.
Nearing Retirement? Time to Get Focused
If retirement is near, you may want to focus on your retirement budget, sources of income and paying down debt. Learn more in this week’s Financial Tip.
Medicaid Planning May not Yield the Intended Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the drawbacks to giving away assets to qualify for Medicaid. Read the Article
Sale of Interest in LLC, LLP, LP, PC
Selling a business interest can yield a gain or loss, but the tax treatment varies depending on the business entity. Learn more in this week’s Business Tip.
Does homeowners insurance cover losses that occur outside my home?
Your homeowners policy may cover your possessions that are outside of your home. We explain in this week’s Insurance Tip.
Taxable vs. Nontaxable Income: Members of the Armed Forces
For members of the U.S. Armed Forces, not all of your pay may be subject to income tax. Read more in this week’s Tax Tip.
Four Lessons Grandparents and Grandchildren Can Learn Together
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
Health Insurance/Group Medical Used in Business
Health care coverage is a great employee benefit, and employers have choices in what they offer. We explain in this week’s Business Tip.
What types of nursing care does long-term care insurance cover?
Long-term care is generally defined by three different levels. Learn more in this week’s Insurance Tip.