Business Entities: Limited Partnerships
Unlike a corporation, a limited partnership is inexpensive and simple to create and maintain. Read more in this week’s Business Tip.
Life Insurance Evaluation: Linton Yield Method
You can split a permanent life insurance policy into two portions so you can compare with other life insurance policies. Learn how in this week’s Insurance Tip.
Gifting Money or Property Can Have Serious Tax Consequences
Few people turn away a gift of money. When you give, know the tax consequences. We explain in this week’s Tax Tip.
Don’t Forget About Year-End Investment Planning
Before year-end, consider meeting with your financial adviser to review your investments. Read why in this week’s Financial Tip.
Using Life Insurance to Protect Child Support Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how life insurance can play an important role after a divorce. Read the Article
Business Entities: Limited Liability Company (LLC)
If your business venture has few active investors, you may consider using the Limited Liability company structure. We explain in this week’s Business Tip.
Are Charity Auction Purchases Deductible Contributions?
Remember that hand-blown glass vase you purchased at a charity auction? Only some of what you paid is deductible. Learn why in this week’s Tax Tip.
What is a Balloon Loan?
Balloon loans may come with a low interest rate, but there is a large final payment at the end of your loan term. Read all about them in this week’s Financial Tip.
Asset Allocation Often Depends on How Long You Can Afford to Stay Invested
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the relationship between time horizon and asset allocation. Read the Article
Business Entities: Professional Corporations
Your business entity can affect your liability, continuity and taxes. Today we look at professional corporations (PC). Read more in this week’s Business Tip.