If you and your partner are among the millions whose finances have been impacted by current events, now is the time to make sure you have a plan in place to allow you to work together through the crisis.
Our Financial Planning Experts tackle a listener’s concerns about passing a tax burden to his children with an inherited IRA.
You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019).
As part of the stimulus package to help offset the financial damage inflicted on businesses as a result of the COVID-19 crisis, rolled out some big tax benefits.
PPP loans are partially forgivable if used payroll–It may seem simple at first glance, but this is before taking into consideration all of the minutiae built into the loan forgiveness computation that will reduce the forgiveness.
Rules are subject to change; however, you can be prepared to apply for PPP Loan forgiveness. Read our additional SBA Forgiveness Application instructions to help you fill out the form
We explain why investing with an eye to the long term is particularly important with stocks.
Unemployment benefits are taxable income for federal tax purposes and also taxable by most states.
We list some of the more prevalent coronavirus scams that consumers need to watch out for.
In the Marietta Daily Journal, Bil Lako, CFP®, shares how only 33 S&P 500 companies have suspended their dividend since March 2020.