Understanding Insurance Company Illustrations
Sometimes it is easier to illustrate how something complicated works. Life insurance is no different. Read all about it in this Insurance Tip.
Don’t Overlook the Earned Income Tax Credit
Low income earners and couples with qualifying children are eligible for a Earned Income Tax Credit. Learn more in this Tax Tip.
Americans Continue to Face Saving Challenges, Survey Finds
Nearly two-thirds of Americans say they’re making fair or no progress in saving money. Learn more in this Financial Tip.
Still time for a Spousal IRA Contribution
If you are a non-working spouse, you may be able to contribute to an IRA based on the compensation of your spouse. Read the Article in Today’s Marietta Daily Journal
Business Owners: Don’t Neglect Your Own Retirement Plan
Employer-sponsored retirement plans offer current tax deductions for the business and tax-deferred growth employees. Read more in this Business Tip.
Keeping Your Current Health Insurance May Cost You Benefits
The ACA allows you to keep your old health care plan, but you may miss out on benefits offered by newer plans. Learn more in this Insurance Tip.
Is there a new way to calculate my home office deduction?
The stringent tests to qualify for a home office deduction haven’t changed, but calculating your deduction got easier. Learn more in this Tax Tip.
Two Popular Charitable Trusts for You to Consider
If you want to leave your estate to both a charitable and noncharitable beneficiaries, here are two trusts to consider. Read more in this Financial Tip.
Preparing for Tax Crunch Time
Bil Lako, CFP®, explains why your accountant needs to be aware of any special reporting requirements you may have. Read our article in today’s Marietta Daily Journal
Employee Compensation Influencing Choice of Entity
Employee compensation and fringe benefits are taxed differently depending on your business entity. Learn more in this Business Tip.