Home Office Deduction Rules Get a Remodel
Who is eligible for a home office deduction is still complicated, but how the deduction is calculated has become easier. Read more in this Business Tip.
Does the Health-Care Reform Law Apply to You?
The Affordable Care Act will require individuals to have health insurance in 2014, but there will be a few exceptions. Learn more in this Insurance Tip.
Documenting Charitable Contributions
Placing a bill or two in your church’s collection plate? Better get a receipt if you want a tax deduction. Learn more in this Tax Tip.
When Is Market Volatility Most Dangerous?
If you’re near retirement, you need to consider your longevity and whether your portfolio will last as long as you do. Read more in this Financial Tip.
How Much Is Needed to Retire?
How much money do you need to retire? Bil Lako, CFP® explains the complicated equation in today’s Marietta Daily Journal. Read the Article
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.
Tax-Deferred Annuities: Are They Right for You?
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.
Turning 70½ This Year?
At age 70½, you’ll face several decisions regarding your retirement accounts that will affect your taxes. Learn more in this Tax Tip.
Understanding Investment Terms and Concepts
Investment jargon often sounds like a foreign language. Read our primer on understanding investment terms and concepts in this Financial Tip.
Quickbooks Tip: How to Create a Progress Invoice from an Estimate
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.