Reviewing Your Finances Mid-Year
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
Custom fields let you tailor customer and vendor records. Best of all, these fields are searchable! We explain in this QuickBooks Tip.
Long-Term Care policies don’t have to be one-size-fits-all. Customize your policy with options and riders. We explain in this week’s Insurance Tip.
Crazy to think the IRS has unclaimed refunds. Could you be one? Depends on if you’ve missed these deductions. We explain in this week’s Tax Tip.
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the value of your business depends on the valuation method used. Read the Article
The IRS can allow certain non-away-from-home lodging expenses to be treated as deductible business expenses. We explain in this week’s Business Tip.
Divorce may allow an ex-spouse to qualify for Medicaid, but there are several drawbacks to this option. Learn more in this week’s Insurance Tip.
Find an unauthorized transaction on your debit card? The amount of your liability depends on the type of transaction. Read all about it in this week’s Financial Tip.
Bil Lako, CFP® explains in today’s Marietta Daily Journal why the domestic markets should not be considered expensive. Read the Article