New Law Brings Some Changes to Medicare
April legislation changed some Medicare provisions. Learn about Income-Related Premium Adjustments and more in this week’s Insurance Tip.
Three College Savings Strategies with Tax Advantages
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
It’s Complicated: Money and Happiness
Money doesn’t buy happiness, per say, but it can help if you spend wisely. We explain in this week’s Financial Tip.
Do Your Homework: College Savings Plans
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
Is Your Hobby a For-Profit Endeavor?
Tax losses apply to business or investment activity. Make sure the IRS doesn’t view your loss as a hobby loss. We explain in this week’s Business Tip.
Qualified Longevity Annuity: Income Protection for a Long Life
Qualified longevity annuity contracts are not included in the value of your IRA or 401(k) for RMD calculations. Learn more in this week’s Insurance Tip.
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.
How QuickBooks’ Custom Fields Can Provide Better Business Insight
Custom fields let you tailor customer and vendor records. Best of all, these fields are searchable! We explain in this QuickBooks Tip.
Options and Riders in Long-Term Care Insurance Policies
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.
Are You Leaving Tax Money On The Table?
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.