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.
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.
Scammers Getting More Brazen
This far after tax season, scammers are still making calls, claiming to be from the IRS. Don’t be duped! Read what to look for in this Tax Tip.
The 2014 Social Security Trustees Report: What Does the Future Hold?
Not saving for retirement? The 2014 Social Security Trustees Report might encourage you to do so. See what we mean in this Financial Tip.
Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Eight QuickBooks Reports That You Should Be Running Regularly
QuickBooks reports can help you make business decisions that will help you take your growing company to the next level. Learn more in this Business Tip.
Surviving the Underwriting Process when Buying Disability Income Insurance
The underwriting process requires a lot of information to classify you as an acceptable risk. Learn what it entails in this Insurance Tip.