Don’t Forget Those Nominee 1099s
Share a bank account with someone other than your spouse? Don’t forget your Nominee 1099 this tax season. Read all about them in this week’s Tax Tip.
10 Financial Terms Everyone Should Know
Finance 101: 10 terms you need to know! Read all about it in this Financial Tip.
In the News: Mistakes Costly when Planning for RMDs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why RMDs are one area where professional help is worth the cost.
Organizing Your Finances After Your Spouse Has Died
Unfortunately there are a number of financial matters that will need your attention while grieving for a lost spouse. We walk you through it in this Financial Tip.
How Much Auto Insurance Coverage Do You Need?
There can be a gap between the amount of auto insurance you’re required to have and the amount of coverage you need. Read more in this Insurance Tip.
Use of Cash Flow Analysis in Creating Your Budget
A cash flow analysis is an important part of your budget and your overall financial picture. Read all about it in this Financial Tip.
Real Estate Investment Can Quickly Become a Job
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how real estate investing can become a job. Read the Article
Are You Required to File 1099s?
1099s for 2014 must be provided to independent contractors no later than Feb. 2, 2015. Read more in this Business Tip.
Should Life Insurance Be Part of Your Retirement Plan?
We explore situations where life insurance may make sense for retirees. Read more in this Insurance Tip.
Is a 1031 Exchange Right for You?
It’s important to note that 1031 exchanges are not “tax-free” but are “tax deferred.” We explain in this Tax Tip.