Don’t Be a Victim to IRS Phone and E-Mail Scams
IRS phone and email scams have reached epidemic proportions. Learn what the IRS will and will not do in this week’s Tax Tip.
Tapping the Equity in Your Home
You may see the equity you have in your home is a reservoir of funds, but there are pros and cons to using it. Learn more in this week’s Financial Tip.
Emotions Can Influence Our Investment Habits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article
Retirement Plans Most Appropriate for Corporations
Corporations can offer several types of retirement plans to employees. Read our overview in this week’s Business Tip.
Life Insurance and Charitable Giving
When a charity is the beneficiary of your life insurance policy, you’re able to give more than you otherwise could afford. Read how in this week’s Insurance Tip.
Are Legal Expenses Tax Deductible?
Are your legal expenses tax deductible? No surprise, it’s complicated—especially for divorces and businesses. Learn more in this week’s Tax Tip.
SEC Adopts "Regulation Crowdfunding"
Planning to launch your business via crowdfunding? The Securities and Exchange Commission has an opinion on that. We explain in this week’s Financial Tip.
In the News: Keeping a Family Business in the Family
In today’s Marietta Daily Journal: If keeping the business in the family is a priority, succession planning requires expert help.
Launching a Startup: 8 Steps to Make it Happen
Is 2016 the year you’re launching your business? We have 8 tips to help make it happen. Learn more in this week’s Business Tip.
Equalizing Estate Distributions with Life Insurance
If you want to leave your business to the child who works for you, life insurance can equalize estate distributions. We explain in this week’s Insurance Tip.