Research Your Financial Advisers Like Investments
You research stocks, but have you researched your financial adviser? Bil Lako, CFP®, explains how in today’s Marietta Daily Journal. Read the Article
All in the Family: Transferring a Business to Your Children
Transferring your business interest to your children may incur gift and estate taxes. Careful planning can help. Learn more in this Business Tip.
IRS and Treasury Department Provide Guidance on Same-Sex Marriage
Legally married same-sex couples are treated as married for all federal tax purposes. Learn more in this Tax Tip.
Famous People Who Failed to Properly Plan
Learn from the mistakes of celebrities—estate planning is crucial and should not be a do-it-yourself project. Read more in this Financial Tip.
In the News: Your Financial Planning Process
A financial plan should be designed to take you from your present situation to where you want to be. Read the Article in Today’s Marietta Daily Journal
A Focus on Financial Risk for Business Owners
As a business owner, understanding some of the many types of financial risk may help you make more informed decisions. Learn more in this Business Tip.
It's Time to Review Your Life Insurance Needs
When your life circumstances change, you have an opportunity to ensure loved ones are protected through life insurance. Read all about it in this Insurance Tip.
Partnership, S-Corp and Trust Extensions End September 16
September 16 is the extended due date for partnership, S-corporation, and trust tax returns. Read more in this Tax Tip.
Why You Need a Power of Attorney and Medical Directive
Can you make health-care or financial decisions on your spouse’s behalf if your spouse is unconscious? Learn why you need a Power of Attorney and Medical Directive in this week’s Financial Tip.
Working While Claiming Early Benefits
While you can take Social Security benefits early at 62, you are limited on what you can earn without reducing benefits. Read the Artice in Today’s Marietta Daily Journal