Two Popular Charitable Trusts for You to Consider
If you want to leave your estate to both a charitable and noncharitable beneficiaries, here are two trusts to consider. Read more in this Financial Tip.
Ukrainian Conflict Weighs on Markets
A rough week for the markets was accented by the Ukrainian conflict, while economic reports continue to cite the harsh winter.
Q&A Time: Plastics Companies, Public Storage, Manchester United and WWE
In this stock question and answer segment, the “Money Talks” hosts provide their opinions on listeners’ picks.
Q&A Time: Paying for College, Age-Weighted Profit Sharing Plans and Alimony
The “Money Talks” hosts address questions on retirement plans and taxes.
A Mix of Market Caps
The “Money Talks” hosts discuss diversifying your portfolio’s market capitalization.
Supplemental Executive Retirement Plan
The “Money Talks” hosts explore some of the details of supplemental executive retirement plans and their safety.
Preparing for Tax Crunch Time
Bil Lako, CFP®, explains why your accountant needs to be aware of any special reporting requirements you may have. Read our article in today’s Marietta Daily Journal
Employee Compensation Influencing Choice of Entity
Employee compensation and fringe benefits are taxed differently depending on your business entity. Learn more in this Business Tip.
Coinsurance Clause in Homeowners Insurance
If you don’t insure your home for at least 80% of its value, you will likely face a coinsurance penalty. Read all about it in this Insurance Tip.
Family Home Loan Interest May Not Be Deductible
Loaning money to a family member for the purchase of a home may have unintended tax consequences. Learn more in this week’s Tax Tip.