Q&A Time: Early Withdrawals, Education Tax Credits and Early Retirement
The “Money Talks” hosts discuss withdrawing funds from an IRA before age 59 ½, and tax credits for parents of college students.
Shopping for a Mortgage
Before you apply for a mortgage, do some homework. Know how large a mortgage payment your budget will allow, and research the various types of mortgages that are available.
First Line of Defense is to Check Statements
When it comes to credit card fraud, your first line of defense is to check your statements. We explain in today’s Marietta Daily Journal. Read the Article
Beware of Trust Fund Penalties
Employers are personally responsible for remitting required taxes on behalf of its employees to the government. Learn more in this Business Tip.
Misclassifying Workers Can Be Costly!
The IRS pays close attention to how you classify your employees and independent contractors. Learn more in this Tax Strategist.
Cash Value Life Insurance
Cash value life insurance comes in many flavors, all with different features. Read all about them in this week’s Insurance Tip.
The Alimony Gap
Alimony: deductible for those who pay; taxable for those who receive. But the IRS sees discrepancies in what’s reported. Learn what we mean in this week’s Tax Tip.
What is Duration, and Why Should I Care?
The hosts of “Money Talks,” explain duration. They explain how duration is calculated, why you should consider duration when investing, and how duration affects the volatility of a bond.
Financial Myths, Mistakes, and Misunderstandings
“I know my finances like the back of my hand. I don’t need to write them down,” and other mistakes you’re making. Read all about it in this week’s Financial Tip.
Markets Flat in Holiday-Shortened Week
The markets were flat the week following the U.S. Labor Day holiday despite easing tensions in the Ukraine and less than spectacular August employment data.