4 Key Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act included several provisions related to education, including $22.7 billion for colleges and universities and a simplified FAFSA.
How Biden’s Proposed American Families Plan Might Affect You
President Biden presented his proposed American Families Plan (AFP)—his wish list of changes; however, Congress will need to draft legislation that will have to pass in both houses before becoming law.
Transitory Inflation, Supply Chains, and the Velocity of Money
The “Money Talks” Experts discuss what economic factors are stimulating inflation and how the influx of cash affects the economy.
May 2021 Market Minute: Earnings, Inflation, and Housing
For the month of May, our Research Analysts are keeping a watchful eye on company earnings reports, signs of inflation, and housing prices.
In the News: Housing inventory and mortgage rates influence your home choice in retirement
Should you stay or should you go? Bil Lako, CFP®, discusses your housing options as you head into retirement in the Marietta Daily Journal. Read the article.
Restaurant Revitalization Fund: Tax-Free Grants for Restaurants
It’s no surprise that the coronavirus pandemic significantly hurt the restaurant and hospitality business sector. The Restaurant Revitalization Fund—part of the American Rescue Plan Act—is designed to help eligible businesses keep their doors open.
Home-Sweet-Home Equity
Even if you still make mortgage payments in retirement, the equity in your home is a valuable asset. In this week’s Financial Tip we explore the opportunities that come with home equity.
The Tax-Filing Deadline Is Around the Corner
As a reminder to those who have not yet filed their 2020 tax returns, May 17, is the due date to either file a return (and pay the taxes owed) or file for an automatic extension (and pay an estimate of the taxes owed). Normally April 15 is the due date, but this year the IRS extended it until May 17.
Our Three Cents — Exit Planning Options
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, provide an overview of the options a business owner has available when exiting a business. Business owners have a variety of options from passing the business along to family members to selling to a private equity firm to liquidating and closing the business.
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.