Making the Most of Pension Plan Benefits
In today’s Marietta Daily Journal: How you take your pension benefit affects how much you’ll receive in the long term. Read the Article
Minimizing Your Social Security Payroll Tax/Self-Employment Tax
Certain strategies you use to minimize your payroll taxes may also affect your income taxes. Read more in this week’s Business Tip.
Life Insurance and Terminal Illness
Your life insurance policy may be a valuable resource for you and your family if you’re faced with a terminal illness. We explain in this week’s Insurance Tip.
IRS Gearing Up For Home Mortgage Interest Audits
Deductible mortgage interest is limited to interest on acquisition debt and equity debt interest up to certain limits. Learn more in this week’s Tax Tip.
Can You Get to a Million Dollars?
Want to save a million dollars for retirement? It’s possible with time. Learn how in this week’s Financial Tip.
In the News: Going Back to School as an Adult
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights some considerations when going back to school as an adult. Read the Article
Protecting Your Business from Cyber Threats
Just because your business is small does not mean it is not a target for cyber attacks. We explain in this week’s Business Tip.
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.