Coordinating Social Security Benefits with Other Retirement Assets
Social Security provides about 40% of your preretirement income. Consider coordinating your benefits with other savings. Read more in this Financial Tip.
In the News: 401(k) Plans That Do the Firing
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why 401(k) plans may oust former employees who participate in the plan. Read the Article
What are the new Section 179 expensing and bonus depreciation rules for 2013?
Business owners: You have to spend money to make money. You still have tax perks to make business purchases. Read all about it in this Business Tip.
Happy Healthday! HSAs Turn 10
HSAs celebrate their 10th anniversary in 2013. If you are eligible to save money in an HSA but don’t currently take advantage of it, you may want to consider whether its many potential benefits may be right for you. Learn more in this Insurance Tip.
Did You Overlook Something on a Prior Tax Return?
Failing to report an item of income can often generate an IRS inquiry. Solution? File an amended return. Read all about it in this Tax Tip.
15 Ways to Save on Your Next Vacation
If money is precious, it is even more precious when it goes toward a vacation! Read 15 way to save on your next getaway in this week’s Financial Tip.
2013 Will Hit Higher-Income Taxpayers Hard—Be Prepared (Part 3)
Warning to high income earners: You may be subject to surtaxes on certain wages and investment income. Read more in this Tax Strategist.
Children at Risk for Identity Theft
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how children are susceptible to ID theft. Read the Article
Auto Insurance: Premiums
Insurers use complicated formulas for calculating premiums. Understanding it can help you find ways to lower your premium. Read more in this Insurance Tip.
President’s Proposed Tax Changes for 2014
The President’s budget proposal aims to limit tax deductions and increase small-business retirement plan participation. Learn more in this Tax Tip.