Helping Your Parents Manage Their Finances
Talking to your aging parents about their finances isn’t easy. We provide some tips in this week’s Financial Tip.
Retirement Accounts Need Some Year-End Attention
In the midst of all the upcoming holiday fuss, you need to keep track of the year-end deadlines for contributions and distributions from your retirement accounts.
In the News: Retirement Accounts Need Some Year-End Attention
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some year-end deadlines for retirement accounts.
Quickbooks Tip: Basics on Depositing Payments
Small-business owners can streamline the process of moving funds into their bank accounts. We explain in this QuickBooks Tip.
If I’m covered by Medicare, should I have additional health insurance?
Medicare generally won’t cover all of your medical expenses, so you may consider supplemental insurance. We explain in this Insurance Tip.
What is a PEG Ratio?
The hosts of “Money Talks” define a PEG ratio and what it will tell about the value of a stock. The host also discuss their ideal PEG ratio when considering stocks.
Ever Wonder What a Tax Deduction Might Save You?
What is a tax deduction worth? It depends on your situation and the type of deduction. We explain in this Tax Tip.
Affect Your Taxes by Carefully Handling Gains and Losses
If you have losses in certain stocks or bonds, you may be able to sell them for a loss to offset any capital gains you recognized during the year.
Clean, Old-Fashioned Hate: Buzz vs. Bark
The only thing these two schools have in common is Clean, Old-Fashioned Hate. Interesting facts about the Georgia/Georgia Tech football rivalry.
Together Forever: Marriage and Taxes
Marriage changes everything, including your taxes and how you go about year-end tax planning. We explain in today’s Marietta Daily Journal. Read the Article