Our experts spend time on a case study about a couple who own several investment properties, and have one that may be able to be classified as a second home.
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.