Refinanced Mortgage Interest May Not All Be Deductible
In some instances, home equity debt isn’t tax deductible. We explain in this week’s Tax Tip.
All About IPOs
The offering price of an IPO may be very different from the price at which the stock trades on its first day. We explain in this week’s Financial Tip.
Life Events Require Financial Planning to be More Deliberate
In today’s Marietta Daily Journal, we explain how it takes a significant life event to motivate a family into taking action. Read the Article
Large Employers Must Offer Affordable Health Coverage Beginning In 2015
Large employers are required to offer health care coverage this year. Learn if this affects your business in this week’s Business Tip.
No Health Insurance? Qualify for Hardship Waiver?
Not having health insurance coverage will impact your 2014 taxes, either by extra forms to fill out or penalties. Read more in this Insurance Tip.
Good News for 529 Plan Savers: More Investment Flexibility
Thanks to new legislation, savers have more investment flexibility in their 529 Plan accounts. Read all about it in this Financial Tip.
Healthy Resolutions Can Pay Off (Literally)
If you made a New Year’s Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That’s because healthy habits can benefit your wallet as well as your body.
Don’t let 2015 be another year of empty resolutions
The decisions you make today will affect how well you are prepared for what lies ahead. We explain in today’s Marietta Daily Journal. Read the Article
Avoid Tax Surprises: Report Life Changes to the Marketplace
Just as you’d report life changes to the IRS, you’ll also need to report them to the government Health Insurance Marketplace.
When Can You Dump Old Tax Records?
Like all things tax related, the answer is it depends. Generally, the federal statute of limitations can be used to help you determine how long to keep records.