Q&A with Kennesaw State University Director of Athletics Vaughn Williams
In the Atlanta Business Chronicle, Kennesaw State University’s Vaughn Williams talks about the University’s expanding athletic program. Read the Article
Protecting Your Loved Ones with Life Insurance
As you take on more responsibilities and your family grows, your need for life insurance increases. Learn more in this week’s Insurance Tip.
Three Smart Moves for Young Adults
The financial advice your dad gave you more than 20 years ago is still applicable to 20-year-olds today. Read more in this week’s Financial Tip.
In the News: Incentivize Key Employees with Equity-Based Compensation Plans
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains ways a company can compensate employees without raising salaries. Read the Article
Preventing Tax Problems When Employees Travel
Following the tax rules for business travel makes deductions and reimbursements easier for all taxpayers involved. Learn more in this Business Tip.
Plan for the Potential IRA-to-Charity Provision Extension
Even if Congress doesn’t extend the IRA-to-charity provision, it’s still advantageous to direct your RMD to charity. We explain in this week’s Tax Tip.
Five Ways to Manage Risk in Your Retirement Savings Plan
Deciding to participate in your 401(k) is easy, but you still have to make it work for you. Start by managing risk. Learn all about it in this week’s Financial Tip.
Using Trusts to Pass Inheritance to Minor Children
In today’s Marietta Daily Journal: When selecting a minor as your beneficiary, it is wise to consider placing the assets in a trust. Read the Article
Income Splitting and Income Shifting: Tax Planning for the Self-Employed
Self-employed individuals have unique opportunities to lower their taxes through income splitting and shifting. We explain in this week’s Business Tip.
Replacement and Conservation Considerations for Life Insurance Policies
Don’t be surprised if a review of your life insurance shows you may need to replace or exchange your policy. Learn more in this week’s Insurance Tip.