Forecasting Business Revenue
Forecasting business revenue calls for a combination of statistical analysis together with sound judgment. Read more in this Business Tip.
Private Insurance Exchange
Private health care exchanges are growing in number and popularity for both individual consumers and businesses. Learn more in this Insurance Tip.
Read This before Tossing Old Tax Records
When cleaning out your tax records, be careful not to toss records needed to substantiate the basis of capital assets. Learn more in this Tax Tip.
Get a Big Refund this Year?
What’s wrong with a tax refund? You’re only getting your own money after making an interest-free loan to Uncle Sam. We explain in this Tax Tip.
Understanding Real Cost of Long-Term Care
Long-term care insurance could be the difference between an inheritance of two-weeks’ pay and $638,400. We explain in today’s Marietta Daily Journal
Monthly Financial Statement Monitoring
As a business owner, do you know the 10 basic elements of your company’s financial statement? Read more in this Business Tip.
Choosing an Assisted-Living Facility
“Assisted-living facility” is a term that encompasses a variety of communities with different levels of care for seniors. Learn more in this Insurance Tip.
Receiving Tips Can Be Taxing
If your college student is waiting tables this summer, remind them that those cash tips aren’t tax free income. Read more in this Tax Tip.
Retirement Confidence on the Rise, Survey Finds
Retirement confidence seems to have improved from record lows over the past five years, according to the 24th Annual Retirement Confidence Survey. Read more findings in this Financial Tip.
Disability Policies can Protect Your Income and Your Business
Business owners have access to unique disability income insurance policies to help them address their potential challenges of keeping their business running during a disability of the owner or key person.