How long will I have to pay for private mortgage insurance?
You can request PMI cancellation directly from your lender when your mortgage balance is 80% of the original home value. Learn more in this week’s Insurance Tip.
ABLE Accounts and Individuals with Disabilities
ABLE accounts allow disabled people to have up to $100,000 without jeopardizing their Medicaid benefits. Learn more in this week’s Tax Tip.
Five Questions and Answers about New Social Security Claiming Rules
Congress closed some unintended loopholes regarding claiming Social Security benefits. Read all about it in this week’s Financial Tip.
In the News: Home-Based Businesses May Need More Protection than a Homeowners Policy Provides
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights options for insuring your home business. Read the Article
2015 Transition Relief under the Employer Shared Responsibility Provisions
As a large employer, you may be subject to the employer shared responsibility provisions under the ACA. Learn more in this week’s Business Tip.
Should I buy travel insurance?
If the financial benefit and peace of mind outweigh the premium cost, travel insurance may be for you. Learn more in this week’s Insurance Tip.
IRS Announces 2016 Standard Mileage Rates
Can’t wait to get on the road again? Before you leave for business, learn the 2016 mileage rates used for deductions. Read all about it in this week’s Tax Tip.
There's Still Time to Contribute to an IRA for 2015
It’s not too late to make an IRA contribution for 2015. Better still, it may be tax deductible! Learn more in this week’s Financial Tip.
In the News: To Pay or Not to Pay: Salary vs. Distributions for S Corps Owners
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights salaries and dividends for S Corp owners. Read the Article
Ways To Deduct Health Insurance
Health insurance premiums are some of the largest expenses individuals pay, but for some, they may be tax deductible. Learn more in this week’s Insurance Tip.