The Impact of Health-Care Costs on Social Security
In reality, Medicare pays for only a portion of the cost for most health-care services, leaving a potentially large amount of uninsured medical expenses.
Compensating Yourself as a Business Owner
If you are your own boss, know that the IRS watches what you pay yourself as a business owner. We explain more in this week’s Marietta Daily Journal Article.
Underpayment Penalties Going to Get You?
To avoid underpayment penalties, you generally must prepay more than 90% of your current year tax liability or 100% of your prior year tax liability.
Think Outside the Shoe Box When Organizing Financial Records
You don’t have to be a pack rat to keep complete, organized financial records. Read our tips on what to keep and for how long.
Is there anything I can do to lower my auto insurance bill?
If you find that you’re paying more than you think you should for auto insurance, there are ways you can lower your premiums.
When it is Time to Redesign
The process of changing the percentage of assets invested in different asset classes is known as reallocation or redesigning. We explain how in this week’s Marietta Daily Journal Article.
New Mortgage Rules Scheduled to Take Effect in January
Borrowers may find they need to provide lenders with additional documentation that they may not have had to in the past.
2013 Year-End Tax Planning Considerations
As the end of the 2013 tax year approaches, we’ve listed some things to keep in mind as you consider potential year-end tax moves. Read on in this Tax Tip.
Rebalancing Your Portfolio
If you are looking at your investments at year end, it is a good time to evaluate your investment decisions. We explain how in this week’s Marietta Daily Journal Article.
Take Advantage of the IRA-to-Charity Transfer
For 2013, if you are age 70½ and older, you are allowed to make direct distributions (up to $100,000) from your Traditional or Roth IRA account to a charity. Read more in this Tax Strategist.