Fall Tax Planning Checklist
You’re too busy living life to realize how much has changed. Time to take a look at our fall tax planning checklist. Learn more in this week’s Tax Tip.
What Is the Federal Reserve and What Does It Do?
The Fed makes headlines daily… but who are they and what do they do? Learn about their influence in this week’s Financial Tip.
Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
Beyond the Basics: Disability Income Insurance Riders
The addition of riders allows you to customize your disability insurance policy to suit your needs. Read all about them in this week’s Insurance Tip.
Tax Tips for the Well-Traveled Businessperson
Business travel need not bankrupt you! There are tax breaks available, but there are rules to follow. Learn more in this Tax Tip.
Passwords—Why a List Is Important
If you’re incapacitated, would your spouse have access to your online accounts? Learn why it’s important to keep a password list in this week’s Financial Tip.
Strength and Health: Promising SERPs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how you should not mistake a promised retirement benefit for a guarantee. Read the Article
Five Ways You Can Use QuickBooks' Income Tracker
QuickBooks offers multiple ways to do the same tasks, accommodating different work styles. Learn about Income Tracker in this week’s Business Tip.
Five Ways You Can Use QuickBooks’ Income Tracker
QuickBooks offers multiple ways to do the same tasks, accommodating different work styles. Learn about Income Tracker in this week’s Business Tip.
Risk Management: Transfer Risk to Insurance Company
Risk transfer to an insurance company can protect your dependents from losses that may result from your premature death. Read more in this Insurance Tip.