Coping with Market Volatility: Be Sure to Use Appropriate Benchmarks
Before you make any hasty decisions, be sure you understand how these reports relate—or don’t relate—to your individual portfolio.
Creating an Emergency Fund to Help You Weather a Storm Like COVID-19
Creating an emergency fund is unfortunately not a passive enterprise—but over time, it can provide the savings you need to weather nearly anything that life happens to throw at you.
Volatile Markets? Pay Attention to the Dividend Story
The “Money Talks” hosts discuss the week’s dip and how S&P 500 companies are treating their dividends.
Forced to Return to U.S. From a Foreign Job? IRS Has Provided Time Waivers for Exclusion
The tax code includes a provision that allows the IRS to waive the required foreign residency and presence periods in case of war, civil unrest, or other adverse conditions.
Control Your Finances
Bil Lako, CFP®, explains when the market is tumbling the one thing you can do is control your cash flow and refinance your home mortgage.
In the News: IRS provides answers to a few coronavirus-related distribution questions
In the Marietta Daily Journal, Bil Lako, CFP®, shares how the IRS is handling tax issues relating to coronavirus-related distributions from retirement accounts.
Coping with Market Volatility: Understand How Your Biases Can Affect Investment Decisions
Understanding your biases may help you avoid questionable calls in the heat of the financial moment.
Cares Act: 5 Business Provisions That May Help With Cash Flow
The CARES Act created additional business provisions for bonus depreciation, student loans, limitations on losses and business interests, as well as alternative minimum tax (AMT) credits.
IRS to Allow Mid-Year Changes to Health Care Plans, FSAs
The IRS will let employers allow mid-year changes to their employer-sponsored health care and dependent care elections.
Congress Makes Charitable Giving Easier During the COVID-19 Crisis
To encourage charitable contributions to deserving qualified charities during these trying times, Congress has relaxed some of its restrictions related to how much a taxpayer can deduct as a charitable contribution in any given year.