Unlike T-Bills, notes, and bonds, U.S. savings bonds are not traded on the open market, and are sold almost exclusively to individuals. Learn more about them in this Financial Tip.
If you have your money professionally managed, the Tax Cuts and Jobs Act took away the itemized deduction you took for those management fees. Learn more in this week’s Tax Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can profit from your business, minimize your capital gains, and benefit a charity by creating a charitable trust. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
We tease that the Tax Cuts and Jobs Act was the employment act for accountants…it’s funny because it’s true, especially when it comes to choosing your accounting method for businesses. Find out why in this week’s Business Tip.
Making one debt payment instead of many may help you keep your debt under better control, but you may end up paying more in interest over time. We explain in this Question of the Week.
IRAs were meant to fund your retirement, so the IRS penalizes you if you withdraw from your account prior to age 59½. Learn the details in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the may options of group health care coverage.Recent graduates who are accepting jobs might think that they’ve got an easy ride since their new employer offers a group health plan. Truth is, navigating the options in group health plans can be complicated. Read the Article This…