In the News: Mid-Year Reviews Can Help with 2014’s Challenges
With the future of Section 179 expensing uncertain, businesses should ensure they’re on track to minimize their taxes. We explain in this week’s Marietta Daily Journal. Read the Article
QuickBooks Tip: Clean Your Company File
Is QuickBooks crashing? Are you missing data? Mistakes in your reports? Oh my! Your company file may be too big. Read what to do in this QuickBooks Tip.
IRS Guidance Limits Employer Pre-Tax Subsidies
The IRS prohibits employers from paying tax-free funds to employees to buy individual policies of health insurance. Learn more in this Insurance Tip.
Are You In Danger of an Audit?
While only 0.9% of all federal tax returns were audited, 85% of those audited owed additional taxes. Find out if you’re at risk in this week’s Tax Tip.
How Much Annual Income Can Your Retirement Portfolio Provide?
Withdrawing retirement assets is an art: too much and you may run out of money; too little and you may not enjoy it. Learn how to balance it in this week’s Financial Tip.
Is it a Bad Fit or is it a Bad Adviser?
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
Retirement Planning with Indexed Universal Life Insurance
Interest earnings on cash values in an Indexed Universal Life policy are tied to the performance of a market index. Read all about it in this Insurance Tip.
Changes in Circumstances Can Affect Your Premium Assistance Credit
Health insurance premium subsidies are determined using estimated household income and family sizes. Learn more in this Tax Tip.
Personal Finance Tips for New Graduates
Your first full-time job after graduation is the perfect time to get started right with your personal finances. Read more in this Financial Tip.
Speculative Investment or Currency of the Future?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why the Bitcoin is considered property rather than currency. Read the Article