July 15th Deadline Is Fast Approaching, and it Isn’t Just for the 2019 Individual Tax Return
Due to COVID-19, the IRS extended the tax filing deadline to July 15th—but that tax deadline applies to other items!
Portfolio Performance: Choose Your Benchmarks Wisely
The desire to become a more disciplined investor is often tested by the arrival of your account statements.
A Novel Way to Make COVID-19 Relief Donations
You may be able to convert unused paid vacation time, sick leave and personal leave for cash payments that your employer can donate to COVID-19 relief charitable organizations.
Social Security and Medicare Face Financial Challenges
Read highlights of about the current financial condition and challenges both Social Security and Medicare face.
Is Your Business Worthless Without You?
In this “Money Talks Minute,” Certified Exit Planning Advisor K.C. Smith, CFP®, asks small-business owners if their business would exist without them.
Recovery, Elections, and Ugly Economic News
Many investors have similar questions–should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.
Interest Rates on Federal Student Loans Decrease to Record Lows for 2020-2021
For the second year in a row, interest rates on federal student loans will decrease for the 2020-2021 academic year.
In the News: Don’t touch your face; don’t touch your 401(k)
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the market has recovered a majority of what it lost, in March. Hopefully, you did not touch your 401(k) by cutting your contributions or moving your investments to cash equivalents during the trough.
Does Your Business Qualify for the Research Tax Credit?
The purpose of this credit is to reward businesses that pursue innovation by continually increasing investment in research activities.
Tapping Retirement Savings During a Financial Crisis
While the CARES Act made it easier to access money in retirement plans, understanding these new guidelines and other rules for loans and early withdrawals may help you determine if this is an appropriate option during a financial crisis.