Having a Child will Affect you Financially
Bil Lako, CFP® and Jennifer Thomas, CFP®, highlight some of the financial aspects to having a child.
Tax Planning for the Self-Employed: Shifting Income/Timing Income
If you are self-employed, income shifting can be a valuable tool to lower your taxes. Read more in this Business Tip.
In the News: Unrealized Appreciation—Your Company Stock
When you leave your job, a cash distribution from a 401(k) may be a good idea if you have net unrealized appreciation. We explain in today’s Marietta Daily Journal.
Insurance Concerns of Divorcing Couples
Along with the financial and emotional difficulties of divorce, you’ll face special concerns about your insurance coverage. Read more in this Insurance Tip.
Charity Purchases and Auctions
Paid $500 for a football at a charity auction? Check the estimated value of the item before calculating your tax deduction. Learn more in this week’s Tax Tip.
Will You Outlive Your Money?
Retirement success depends on how much you’ve saved, how quickly you spend your money and how long you need it to last. Learn more in this week’s Financial Tip.
Despite Dow High, Investors Sold Off by Late Week
The “Money Talks” hosts discuss the week’s news, including the mixed economic data, some interesting M&A activity and the third peak week of earnings season.
What to do with an Old 401(k)
As you change jobs throughout your career, you may accumulate different 401(k) plans along with experience. Sometimes, it is best to leave your assets in the plan; however, you should consider consolidating your assets in an IRA.
Social Host Liability
Insurance expert Brian Borngesser from Henssler Norton Insurance joins “Money Talks” to discuss your liability when hosting events at your home.
Chesapeake Energy, Wolverine World Wide and Market Value
Dr. Gene and Ted Parrish, CFA, weigh in on listeners’ questions on Chesapeake Energy, Wolverine World Wide and if the market is fairly valued.