Filing Your 2015 Federal Income Tax Return
One of the biggest mistakes you can make is not filing your return because you owe money. Read all about it in this week’s Tax Tip.
Should I delay taking my first RMD?
You can delay your first required minimum distribution, but then you will have to take two distributions that year. We explain in this week’s Financial Tip.
You can delay your first #RMD, but then you will have to take 2 distributions the next year.
Saving for Retirement without an Employer-Sponsored Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to save for retirement if an employer plan is not available. Read the Article
Affordable Care Act Reporting Relief for Employers
Large employers who offer insurance coverage to employees also have additional tax forms to file. Read all about it in this week’s Business Tip.
Factors in the Decision to Replace or Exchange a Life Insurance Policy
Don’t think you can forget about your life insurance. Policies that were once a perfect fit may no longer suit your needs. Read more in this week’s Insurance Tip.
Homeowner Energy Tax Credits Get New Life
Going green may earn you a tax break. Some of the Homeowner Energy Tax Credits have been extended through 2016. Read all about it in this week’s Tax Tip.
Early Retirement Considerations
If you’re approached with an early retirement package, carefully review it to ensure it is indeed a good offer. We explain what to look for in this week’s Financial Tip.
In the News: Strategically Using Life Insurance as Part of Executive Compensation Plans
Executive bonus plans often employ life insurance, but policies have to be structured properly and managed prudently. We explain in this week’s Marietta Daily Journal. Read the Article
Family Limited Partnership or Family Limited Liability Company
A family limited partnership or family limited liability company can help transfer your business to the next generation. Read all about it in this week’s Business Tip.
Life Insurance and Divorce
Life insurance can be used to protect child support and alimony payments after divorce. Learn more in this week’s Insurance Tip.