In the News: When your rant on Facebook costs you $5 million
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how your homeowner’s insurance policy might not cover inflicting emotional distress, defamation, or similar charges.
Your QuickBooks Company File Is the Key to The Kingdom! Keep It Safe from Fraud
It would be impossible to reconstruct your QuickBooks file from scratch, and you can’t afford to have a hacker steal any of your funds.
Growing Interest in Socially Responsible Investing
Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets. This upward trend suggests that many people want their investment dollars to pursue a financial return and make a positive impact on the world.
Refund Statute Expiring: Don’t Miss Out!
If you’re due a federal tax refund for 2017, time is running out for you to claim it!
When Your Rant on Facebook Costs You $5 Million
The “Money Talks” hosts talk with special guest Keith Palmer of Henssler Norton Insurance, who provides advice for households with increased liability risk because of teenage drivers, social media, dogs, and pools.
In the News: Misconceptions on Social Security benefits
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that navigating Social Security benefits is complicated and very specific to your situation; therefore, It is nearly impossible to provide general advice that applies to everyone. He covers some of the widely believed misconceptions in his weekly column.
SBA Raises Loan Limit For COVID-19 EIDL Loans to $500,000
The U.S. Small Business Administration (SBA) is expanding loan opportunities so that nonprofits and small businesses will be able to borrow up to $500,000 for up to 24 months.
How Well Do You Understand Retirement Plan Rules?
Take this 4-question quiz to see if you understand retirement plan rules.
Owe Taxes and Can’t Pay by the Due Date?
If you are unable to pay the tax you owe, it is generally in your best interest to make other arrangements to obtain the funds for paying your taxes. We explore a few options to consider in our Tax Tip.
Charitable Giving in 2021
Tax Consultant Jessie Thomas, CPA, provides some considerations for donating to charitable causes in 2021, including deductions if you are unable to itemize, deduction limits on property, and the benefit of a donor-advised fund.