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Day: May 14, 2012

Are You an Employee or an Independent Contractor?

Your tax responsibilities differ greatly depending on if you are a independent contractor or an employee. Learn more in this week’s Tax Tip.

10-Year Treasury Yield Hits Three-Month Low As Investors Seek Safety

The “Money Talks” hosts discuss the tumble stocks took as a result of the political jitters in Greece.

How Europe’s Woes Influence Investment Decisions

Europe’s woes weighed heavy on the markets this week. Dr. Gene offers his insight on how to invest amid the European turmoil.

Q&A Time: Nutritional Stocks, Bed Bath & Beyond’s Merger and a Small-Cap Pick

The “Money Talks” team offers answers on listeners’ latest stock questions, including Bed Bath & Beyond’s bid to buy Cost Plus World Market and a small-cap pick.

Rule 72(t) Allows for Penalty-Free Substantially Equal Periodic Payments from Your IRA Before Age 59½

Certified Financial Planner Jennifer Thomas joins the show to discuss substantially equal periodic payments available from IRAs under Section 72(t) of the Internal Revenue Code.

Having a Child will Affect you Financially

Bil Lako, CFP® and Jennifer Thomas, CFP®, highlight some of the financial aspects to having a child.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

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2343 Vanderbilt Beach Road, Suite 620
Naples, FL 34109

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