Maximizing Qualified Tuition Program Contributions
With high contribution limits, 529 plans can be used as both as a college savings tool and an estate-planning tool. Learn more in this Tax Tip.
Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress
Don’t fall for these five key risks when saving to your employer-sponsored retirement plan. Read all about it in this Financial Tip.
In the News: Integrating Your Insurance Plans
Business owners may look to life insurance to protect their family’s interest in the business for succession planning. Read Our Article in Today’s Marietta Daily Journal
Designing a Benefit Package for Your Small Business
Employers may consider non-traditional benefits like flex schedules, job sharing, telecommuting and concierge services. Learn more in this Business Tip.
Which is better, an HMO or a PPO?
When choosing between a HMO and a PPO, you have to consider both the flexibility and cost. Learn more in this Insurance Tip.
How do I figure the tax on the sale of my home?
You may be able to exclude up to $500,000 of capital gain from federal income tax when you sell your home for MFJ. Read more in this Tax Tip.
What's New in the World of Higher Education?
Like death and taxes, the increasing cost of college is certain. Costs include tuition, books and living expenses. Learn what’s new in this Financial Tip.
What’s New in the World of Higher Education?
Like death and taxes, the increasing cost of college is certain. Costs include tuition, books and living expenses. Learn what’s new in this Financial Tip.
Directing Your Tax Refund to Your IRA
If you are looking for an easy way to make an IRA contribution, consider directing your tax refund to your IRA. Read our article in today’s Marietta Daily Journal
How Business Website Expenses Are Deducted
Is your business online? You may be able to deduct some costs of your business website. Find out how in this Business Tip.