Have You Reviewed Your Will or Trust Lately?
If you or your heir’s marital status has changed, your Will or Trust may be outdated. Learn more in this Tax Tip.
Co-Signing a Child's Private Student Loan
Be aware that as a co-signor of a private student loan, you are being asked to guarantee the loan. Read more in this Financial Tip.
First Line of Defense is to Check Statements
When it comes to credit card fraud, your first line of defense is to check your statements. We explain in today’s Marietta Daily Journal. Read the Article
Beware of Trust Fund Penalties
Employers are personally responsible for remitting required taxes on behalf of its employees to the government. Learn more in this Business Tip.
Misclassifying Workers Can Be Costly!
The IRS pays close attention to how you classify your employees and independent contractors. Learn more in this Tax Strategist.
Cash Value Life Insurance
Cash value life insurance comes in many flavors, all with different features. Read all about them in this week’s Insurance Tip.
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.