Financial Planning for Divorce
Bil Lako, CFP®, discusses the financial event of divorce and how a team of experts can help you avoid poor financial decisions. Read the Article in Today’s Marietta Daily Journal
Partnership Income or Loss
In a partnership business entity, items of income, loss, deduction, and credit pass through to the partners. Read more in this Business Tip.
Do I need to make any changes to my Medicare coverage for next year?
You are not required to make changes, but review your options before you decide to stay with your current Medicare plan. Learn more in this Insurance Tip.
So You Want To Deduct Your Gambling Losses?
Gambling losses can be deducted, but the IRS has some strict guidelines as to how losses must be documented. Learn what they are in this Tax Tip.
Buckets of Money: A Retirement Income Strategy
Want buckets of money? If you’re retired a “bucket” strategy may help you turn your next egg into ongoing income. Find out how in this Financial Tip.
Expect an ROI from Business Advisers
As a business owner, you need to determine if you have outgrown your business advisers and the services they provide. We explain in today’s Marietta Daily Journal. Read the Article.
Paying for Long-Term Care Insurance with Tax-Free Funds
The good news is that there are several tax-free options that can help you pay for long-term care insurance. Read all about them in this Insurance Tip.
Preparing for the New Surtax
The new Unearned Income Medicare Contribution Tax kicks in this year. Find out if you may be affected in this Tax Tip.
Estate Planning and Income Tax Basis
When gifting or transferring property during your lifetime or at your death, you may want to consider the tax basis. Learn more in this Financial Tip.
Year-End Tax Planning for Businesses
Businesses have an opportunity to change their tax situation with expiring credits and deductions. Read the Article