In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at owning investment property and owning shares of a REIT. Read the Article
In 2017, small employers have the option of offering a “qualified small-employer Health Reimbursement Arrangement.” Learn more in this week’s Insurance Tip.
If you have financial authority over any foreign financial account you must file FinCEN Form 114 by April 18, 2017. Learn more in this week’s Tax Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article