Providing a Surviving Spouse with a Source of Funds while Protecting Family Wealth
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
Childcare Providers Enjoy Special Tax Deductions
If you are a licensed childcare provider, you have a special way to calculate the business use of your home. We explain in this week’s Business Tip.
Brands Advance
Indices ended trading in green territory on Thursday. Energy brands such as Exxon Mobil, Royal Dutch Shell, and Total led the way up on another jump in crude oil prices. West Texas Intermediate crude added 1.1% today to settle at $51.70 a barrel.
Renters Insurance
Even if you don’t own your home, you still need insurance to cover your belongings in the event of a fire or burglary. Read more in this week’s Insurance Tip.
Tax Filing Deadline Is Around the Corner
Taxes are due April 18th—and it’s approaching fast! Learn what other IRS deadlines happen on April 18th in this week’s Tax Tip.
Converting Retirement Savings to Retirement Income
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
Stocks Slip
Indices closed out in the red zone on Monday. Stocks rebounded somewhat from early low levels. Financial brands such as Wells Fargo, Bank of America, and Citigroup sold off on a variety of economic news.
Brands Retreat
Indices ended trading in the red on Friday and down for the month but well up in the first quarter. Amazon hit a new record high.
Home offices: Specific Qualifications for Deductions but Many Expenses Qualify
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights the home office deduction for those who work from home. Read the Article
QuickBooks: Setting Up Users
QuickBooks allows you to set up users so your employees only have access to areas they need. We explain in this QuickBooks Tip.