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.
Foreign Banks Forced to Report US Account Owners’ Tax Information to IRS
Under the FATCA law that bank account in the Cayman Islands will be reported to the IRS. Find out what this means in this Tax Tip.
GAO Report Reveals Why People Claim Social Security Benefits Early
Taking Social Security at 62 reduces your monthly benefit, but there are plenty of reasons people do so. Read what they are in this Financial Tip.
Only One Nontaxable 60-Day Rollover OK’d
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ changes to IRA Rollover Rules. Read the Article
A View of Health Care from Around the World
Health care systems vary around the world, but they generally fall within one of four models. Read all about them in this Insurance Tip.
Retirement Myths and Realities
What will be your retirement reality? Do you know how much of it will be spent watching TV? Read about retirement myths and realities in this week’s Financial Tip.