As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that navigating Social Security benefits is complicated and very specific to your situation; therefore, It is nearly impossible to provide general advice that applies to everyone. He covers some of the widely believed misconceptions in his weekly column.
The U.S. Small Business Administration (SBA) is expanding loan opportunities so that nonprofits and small businesses will be able to borrow up to $500,000 for up to 24 months.
Take this 4-question quiz to see if you understand retirement plan rules.
If you are unable to pay the tax you owe, it is generally in your best interest to make other arrangements to obtain the funds for paying your taxes. We explore a few options to consider in our Tax Tip.
Tax Consultant Jessie Thomas, CPA, provides some considerations for donating to charitable causes in 2021, including deductions if you are unable to itemize, deduction limits on property, and the benefit of a donor-advised fund.
The “Money Talks” hosts take a closer look at Social Security this week in our case study. Turns out, most investors ages 55-65 have a lot of misconceptions about Social Security benefits, including when to begin taking them.
New business owners, especially those operating small businesses, may be helped by a tax provision allowing them to deduct up to $5,000 of the start-up expenses and $5,000 of organizational costs in the first year of the business’s operation.
As an investor, you may wonder what a stock split is and how it might affect your portfolio. A common misconception is that splits automatically increase the value of an investor’s holdings.
If you or a dependent have already filed your federal return with unemployment income, the IRS will automatically adjust your return to account for the American Rescue Plan’s $10,200 exclusion.
In this episode of Planning Priorities, Associate Michael Griffin, CFP®, shares some tips for those just starting out on how to become financially literate and stay on track for your financial future.