Tax Tips for the Well-Traveled Businessperson
Many business travel related expenses are deductible, but there are rules that you must follow. Read all about it in this Business Tip.
Many business travel related expenses are deductible, but there are rules that you must follow. Read all about it in this Business Tip.
Tax-deferred annuities can be a valuable tool, but there are other tax-deferred savings plans to consider first. Read more in this Insurance Tip.
At age 70½, you’ll face several decisions regarding your retirement accounts that will affect your taxes. Learn more in this Tax Tip.
Investment jargon often sounds like a foreign language. Read our primer on understanding investment terms and concepts in this Financial Tip.
QuickBooks’ progress invoicing feature will let you bill customers for one segment of a large project as they come. Learn how in this Quickbooks Tip.
In the Marietta Daily Journal, Bil Lako, CFP® explains how your need for financial planning continues through retirement.
Read our list of eight items you should consider when buying a long-term care insurance policy. Learn more in this Insurance Tip.
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
When flipping a house, your taxes will be different, depending upon whether you are a dealer, an investor or a homeowner. Read more in this Tax Strategist.
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another.