Not Too Late for Year-End Cash Flow Planning
In this week’s Atlanta Business Chronicle, Bil Lako, CFP® shares his insight on year-end cash flow planning for businesses. Read the Article
Make the Most of Your Deductions
To make the most of your Tax Deductions, it may be beneficial to itemize deductions on your tax return. Learn all about it in this Tax Tip.
Mixed Moves
The Dow closed fractionally in the green zone on Monday. The S&P 500 and Nasdaq shed some points. Moves were mixed on a variety of economic news.
A Green Friday
Friday’s session ended with gains. The Dow and S&P 500 hit new record levels yet again. Exxon Mobil led the Dow’s ascent. Stocks prospered in the wake of favorable words from Janet Yellen.
More Money, More Problems
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article
How Much Is Your Closely Held Business Worth?
If a sale of a closely held business is between family members or friends, the sale price may reflect that relationship. Read more in this Business Tip.
Stocks Step Up
Thursday’s trading session closed well into the green zone. The Dow and S&P 500 hit new record levels. The market moved on comments from Janet Yellen.
IRA and Retirement Plan Limits for 2014
Retirement plan contributions limits for IRAs and employer-sponsored retirement plans remain unchanged for 2014. Learn more in this Financial Tip.
Brands Rise
Indices closed in positive territory on Wednesday. Macy’s led the way up in the S&P 500 after the retailer reported quarterly data that exceeded expectations.
Don’t Overlook the Portability of a Deceased Spouse’s Unused Estate Tax Exemption
The portability of a deceased spouse’s unused estate tax exemption can greatly affect a surviving spouse’s estate taxes. Read all about it in this Tax Tip.