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Monthly Archives: March 2020

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In the News: Catastrophe and financial markets

Economy/Stock Market, Featured, In The NewsBy Editorial TeamMarch 6, 2020

In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP®, takes a look how the financial markets have reacted to past catastrophic events.

Borrowing Money

What Is the Real Cost of Borrowing Money?

Blog, Personal Finance, Your HomeBy Editorial TeamMarch 5, 2020

It’s easy to focus on a monthly loan payment, but to appreciate how much borrowing money might really cost, you also need to consider the amount of interest you’ll pay over time.

IRS Audit

Five Red Flags That Raise the Odds of an Audit

Blog, TaxBy Editorial TeamMarch 4, 2020

There’s nothing scarier than getting a letter from the IRS. We explain some red flags that might increase your chances of getting that dreaded piece of mail.

Retirees Beware! A Teaching Note

RetirementBy Editorial TeamMarch 2, 2020

It is possible that a 6% average return could produce markedly different ending values in a portfolio over 10 years.

The Suddenly Single Taxpayer

Case Study, Estate, Featured, TaxBy Editorial TeamMarch 2, 2020

The “Money Talks” experts have a conversation on what a recent widow should pay attention to as she files her tax return and moves forward as a single filer.

Coronavirus

The Coronavirus and the Global Economy

Blog, Coronavirus, Economy/Stock MarketBy Editorial TeamMarch 2, 2020

Anything that affects China, the world’s second-largest economy, can have a powerful ripple effect around the globe.

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