Employee Benefits for Special Circumstances
Business owners may want to consider benefit programs that go beyond the standard retirement and insurance benefits. Read more in this week’s Business Tip.
Loaning Your Adult Children Money
Loaning money to your adult children? Both your finances and your relationship with your child may be at risk. We offer guidance in this week’s Financial Tip.
Will I have to pay a penalty tax if I don’t have qualifying health insurance?
Everyone must have qualifying health insurance coverage, qualify for an exemption or pay a penalty tax. We explain in this Insurance Tip.
Will I have to pay a penalty tax if I don't have qualifying health insurance?
Everyone must have qualifying health insurance coverage, qualify for an exemption or pay a penalty tax. We explain in this Insurance Tip.
Tax Filing Deadline Rapidly Approaching
It’s not just your taxes that are due tomorrow. It’s the last day to claim a refund for 2011. Read more in this week’s Tax Tip.
The Stock Market and Rising Interest Rates
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses how the stock market may react when the Fed raises interest rates. Read the Article
QuickBooks Tip: Make Your Preferences Known in QuickBooks
Customize up each feature you want to use in QuickBooks’ preferences window to tailor it to your business. Learn more in this Quickbooks Tip.
Can I convert all or part of my term life insurance to permanent life insurance?
Only certain term life insurance policies can be converted to permanent life policies–even then, there is a deadline! We explain in this Insurance Tip.
Retirement Savings: The Earlier, the Better
At 17, retirement isn’t a top priority, but saving to a Roth IRA at 17 could provide a substantial nest egg at 65! Read all about it in this Tax Tip.
Retirement Withdrawal Rates
Retiring soon? It’s important to understand how to withdraw so you don’t take out too much or take out too little. Learn more in this Financial Tip.