The Alimony Gap
Alimony: deductible for those who pay; taxable for those who receive. But the IRS sees discrepancies in what’s reported. Learn what we mean in this week’s Tax Tip.
Financial Myths, Mistakes, and Misunderstandings
“I know my finances like the back of my hand. I don’t need to write them down,” and other mistakes you’re making. Read all about it in this week’s Financial Tip.
Know Options if You Own Variable Annuity
In today’s Marietta Daily Journal, explore your options if you have significant gains in your variable annuity. Read the article
Life Insurance Contractual Obligations
September is National Life Insurance Awareness Month. We discuss some of the basics – Contractual Obligations in this week’s Insurance Tip.
Life Insurance for the Self-Employed
If you are self-employed your life insurance needs also need to consider your business financial obligations. Learn more in this Business Tip.
Reap the Tax Benefits of Education Planning
Uncle Sam appreciates a higher education. Learn the tax advantages to going to school in this week’s Tax Tip.
Possible Relief for Consumers with Low Credit Scores
How your credit score is calculated is changing–likely in your favor if you’ve had medical debt repaid in collections. Learn how in this week’s Financial Tip.
Don’t Confuse a Product with a Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a financial product is not a financial plan. Read the article
Tax Deductibility of Business Vacation Expenses
Traveling to Hawaii on business and then staying for a vacation? Know what expenses are deductible before you go. We explain in this Business Tip.
How do I Insure My Historic Home?
Own an 1880s Victorian home? You likely need specialized homeowner’s insurance. Learn more in this week’s Insurance Tip.