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Author Archives: Editorial Team

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Businesses Score Big with these 3 Tax Benefits in the CARES Act

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamMay 29, 2020

As part of the stimulus package to help offset the financial damage inflicted on businesses as a result of the COVID-19 crisis, rolled out some big tax benefits.

stock market

Holding Equities for the Long Term: Time vs. Timing

Blog, Investment Selection, Personal FinanceBy Editorial TeamMay 28, 2020

We explain why investing with an eye to the long term is particularly important with stocks.

Unemployed by COVID-19? Don’t Forget About Taxes!

Blog, Coronavirus, TaxBy Editorial TeamMay 27, 2020

Unemployment benefits are taxable income for federal tax purposes and also taxable by most states.

Cybersecurity Phishing

Coronavirus Scam Alert: 4 Things to Watch Out For

Blog, Coronavirus, CybersecurityBy Editorial TeamMay 22, 2020

We list some of the more prevalent coronavirus scams that consumers need to watch out for.

In the News: Volatile markets? Pay attention to the dividend story

Coronavirus, Featured, In The NewsBy Editorial TeamMay 22, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, shares how only 33 S&P 500 companies have suspended their dividend since March 2020.

Coping with Market Volatility: Be Sure to Use Appropriate Benchmarks

Blog, Coronavirus, Investment SelectionBy Editorial TeamMay 21, 2020

Before you make any hasty decisions, be sure you understand how these reports relate—or don’t relate—to your individual portfolio.

Creating an Emergency Fund to Help You Weather a Storm Like COVID-19

Blog, Coronavirus, Personal FinanceBy Editorial TeamMay 20, 2020

Creating an emergency fund is unfortunately not a passive enterprise—but over time, it can provide the savings you need to weather nearly anything that life happens to throw at you.

Volatile Markets? Pay Attention to the Dividend Story

Coronavirus, Economy/Stock Market, Featured, Investment SelectionBy Editorial TeamMay 19, 2020

The “Money Talks” hosts discuss the week’s dip and how S&P 500 companies are treating their dividends.

Forced to Return to U.S. From a Foreign Job? IRS Has Provided Time Waivers for Exclusion

Blog, Coronavirus, TaxBy Editorial TeamMay 18, 2020

The tax code includes a provision that allows the IRS to waive the required foreign residency and presence periods in case of war, civil unrest, or other adverse conditions.

Control Your Finances

Coronavirus, Personal Finance, VideoBy Editorial TeamMay 16, 2020

Bil Lako, CFP®, explains when the market is tumbling the one thing you can do is control your cash flow and refinance your home mortgage.

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