Fall Tax Planning Checklist
You’re too busy living life to realize how much has changed. Time to take a look at our fall tax planning checklist. Learn more in this week’s Tax Tip.
Contributing to an IRA and a 401(k)
The hosts of “Money Talks,” explain the rules for contributing to both an IRA and a 401(k). They also discuss why you would want to contribute to both and how to determine if your IRA contributions qualify for a tax deduction.
What Is the Federal Reserve and What Does It Do?
The Fed makes headlines daily… but who are they and what do they do? Learn about their influence in this week’s Financial Tip.
Economic Improvement Seen in Housing and Consumer Price Data
The markets took a break from worrying about Ukraine and to focus on domestic economic news.
Q&A Time: Wal-Mart’s Growth, Retirement Plan Contributions and Dollar Stores
The “Money Talks” hosts answer listeners’ questions on IRA and 401(k) contributions and the dollar stores.
Why We Have a Ten Year Rule
Bil Lako, CFP®, explains why a 10-year holding period matters and how higher interest rates affect your bond holdings.
Temporary Living Expenses
The “Money Talks” hosts help a listener with the deductibility of reimbursed living expenses.
Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
Beyond the Basics: Disability Income Insurance Riders
The addition of riders allows you to customize your disability insurance policy to suit your needs. Read all about them in this week’s Insurance Tip.
Tax Tips for the Well-Traveled Businessperson
Business travel need not bankrupt you! There are tax breaks available, but there are rules to follow. Learn more in this Tax Tip.