Business Owners: Action May Be Needed Before Year-End
Businesses should consider adopting an accounting policy for expensing the cost of items with a life of a year or less. We explain in this week’s Tax Tip.
Give Your Retirement Plan an Annual Checkup
Have your dreams for retirement changed? Year-end is the perfect time to evaluate your plan. Learn what to do in this week’s Financial Tip.
The Challenge of Finding the Right Adviser for You
When seeking an adviser for your money, it is important to consider tenure, depth and philosophy. We explain in the Marietta Daily Journal. Read the Article
Understanding Risk in Your Plans and Investments
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why your portfolio should match your willingness and ability to take risks. Read the Article
When 401(k) Plans Go Bad—Avoiding Disqualification
401(k) plans that exclude participants, miss contributions or fail discrimination tests can become disqualified. Read all about it in this week’s Business Tip.
Was Your No-Health-Insurance Penalty A Surprise?
No health insurance? Note: The penalty amounts to the HIGHER of the flat dollar amount or the percentage of income. We explain in this week’s Insurance Tip.
Retirement Plan Distribution Pitfalls
Be aware when your leave employer—a retirement plan distribution before age 59½ comes with a penalty! We explain in this week’s Tax Tip.
A Military Buyback May Increase Your Pension Payout
As a federal civilian employee, you have the opportunity to buy back your military time to increase your pension payout. Learn more in this week’s Financial Tip.
Sole Proprietorship—Is The Risk Worth It?
A sole proprietorship comes with few bureaucratic hoops, but you have to contend with 100% personal liability. We explain in this week’s Business Tip.
Medicare Premiums and Other Costs for 2016
Some Medicare premium increases are less than projected because of provisions in the Bipartisan Budget Act of 2015. We explain in this week’s Insurance Tip.