Holding Equities for the Long Term: Time vs. Timing
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!
Unemployment benefits are taxable income for federal tax purposes and also taxable by most states.
Coronavirus Scam Alert: 4 Things to Watch Out For
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
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
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
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
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
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
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.
In the News: IRS provides answers to a few coronavirus-related distribution questions
In the Marietta Daily Journal, Bil Lako, CFP®, shares how the IRS is handling tax issues relating to coronavirus-related distributions from retirement accounts.