Life Insurance Evaluation: Equal Outlay Method
If you’re considering insurance policies with flexible premiums, the equal outlay method can help you compare them. We explain in this week’s Insurance Tip.
Keep Track of Your Investment Basis
Basis begins with the price you paid for your investment, but certain events can change it over time. We explain in this week’s Tax Tip.
Six Common 401(k) Plan Misconceptions
Do you really know as much as you think you do about your 401(k) plan? Let’s find out in this week’s Financial Tip.
In the News: Adjusting Your Financial Priorities After Divorce
Assessing your financial position after divorce & making needed changes should help you recover from this life event. We explain in this week’s Marietta Daily Journal. Read the Article
Business Entities: General Partnership
General partnerships are pass-through entities, so partners report their share of income on their personal tax returns. We explain in this week’s Business Tip.
Life Insurance Evaluation: Cash Accumulation Method
Learn why the cash accumulation method is a good way to compare term insurance with permanent insurance in this week’s Insurance Tip.
October 15 Due Date for Extensions and Retroactive Business Expenses Rapidly Approaching
October 15 is approaching! That means tax deadlines for Extensions and Retroactive Business Expensing. We explain in this week’s Tax Tip.
Deadline Approaching for Undoing a 2014 Roth IRA Conversion
If you converted an IRA to a Roth in 2014 and you’ve sustained a loss, all is not lost. But you only have until October 15th. Learn more in this week’s Financial Tip.
In the News: Think Twice Before Using a ROBS to Fund Your Business Dreams
In today’s @MDJOnline, Bil Lako, CFP®, explains how a rollover as a business start-up is a risky move. Read the Article
Business Entities: Sole Proprietorship (SP)
As a sole proprietor, you can hire your spouse without having to pay FUTA taxes (federal unemployment) on their salary. Read all about it in this week’s Business Tip.