Retirement Plan Is Key to Confidence, Survey Finds
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.
In the News: Determining Business Value
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
Local Lodging May Be Deductible
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 and Medicaid
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.
Am I liable for unauthorized transactions on my debit card?
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.
With current P/E, overvaluation should not be a concern
Bil Lako, CFP® explains in today’s Marietta Daily Journal why the domestic markets should not be considered expensive. Read the Article
Tax Penalty For Not Having Insurance Ratchets Up In 2015
In 2015, not having health insurance may mean a penalty of $325 for each adult and $162.50 for each child. Learn more in this week’s Insurance Tip.
Is Your Refund Too High or Did You Owe Taxes? You Probably Need to Adjust Your W-4
Although the W-4 seems to be easy to fill out, this is where many taxpayers go wrong. We explain in this week’s Tax Tip.
Self-Directed IRAs
Want to invest in real estate, limited partnerships or small businesses? You can in a self-directed IRA. We explain in this week’s Financial Tip.
Surviving the Death of a Spouse
A spouse’s death creates a financial crossroad to for you to navigate while grieving. We explain in today’s Marietta Daily Journal. Read the Article