Make the Most of Your Deductions
To make the most of your Tax Deductions, it may be beneficial to itemize deductions on your tax return. Learn all about it in this Tax Tip.
More Money, More Problems
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article
How Much Is Your Closely Held Business Worth?
If a sale of a closely held business is between family members or friends, the sale price may reflect that relationship. Read more in this Business Tip.
IRA and Retirement Plan Limits for 2014
Retirement plan contributions limits for IRAs and employer-sponsored retirement plans remain unchanged for 2014. Learn more in this Financial Tip.
Don’t Overlook the Portability of a Deceased Spouse’s Unused Estate Tax Exemption
The portability of a deceased spouse’s unused estate tax exemption can greatly affect a surviving spouse’s estate taxes. Read all about it in this Tax Tip.
Health-Care Insurance Enrollment: Questions and Challenges
The ACA requires that most U.S. citizens and legal residents apply for qualifying health insurance by March 31, 2014. Learn what to do in this Insurance Tip.
‘Use-It-or-Lose-It’ Rule Modification
Flexible spending account plans may adopt a new $500 carryover rule, modifying the “use-it-or-lose-it” rule. We explain in today’s Marietta Daily Journal.
Five Questions about Long-Term Care
It’s important to plan for long-term care because the odds of needing it are high and costs are rising. Read more in this Insurance Tip.
Take Advantage of Your Employer's Tax-Advantaged Benefits
Your employers may be providing a number of tax-advantaged benefits that you should take advantage of. Learn what they are in this Tax Tip.
Social Security Benefits for Children
If you are receiving disability or retirement Social Security benefits, your child may be able to receive benefits too. Learn more in this Financial Tip.