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Category Archives: Blog

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Jan62022

Building Blocks for Financing College with Less Debt

Blog, Education Planning, Family FinancesBy Editorial TeamJanuary 6, 2022

Financing a college education with the least amount of debt requires planning, savings discipline, an understanding of financial aid, smart college research, and good decision making at college time.

Jan52022

How Can a Nonworking Spouse Qualify to Fund an IRA?

Blog, Family Finances, Personal Finance, Retirement, TaxBy Editorial TeamJanuary 5, 2022

A frequently overlooked tax benefit is the spousal IRA, which allows a nonworking or low-earning spouse to contribute to his or her own IRA, as long as his or her spouse has adequate compensation.

Dec312021

In the News: An indirect 401(k) rollover: time is ticking to avoid tax consequences

Blog, In The NewsBy Editorial TeamDecember 31, 2021

As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.

Dec302021

Are You a HENRY? Consider These Wealth-Building Strategies

Blog, Personal FinanceBy Editorial TeamDecember 30, 2021

Are you a high earner but you’re not yet rich? If this sounds like you, it may be time to focus on growing wealth—even if it means making some temporary sacrifices.

Dec292021

Start 2022 Off Right: Clean Up QuickBooks

Blog, Business Owner/Self Employed, TaxBy Editorial TeamDecember 29, 2021

Is your QuickBooks company file ready for 2022? Here are three things you can do to put things in order.

Dec232021

P/E Ratios Offer Multiple Perspectives on Value

Blog, Investment SelectionBy Editorial TeamDecember 23, 2021

Looking for a good buy in the market? The price/earnings (P/E) ratio can be a helpful starting point for evaluating whether a company’s stock is under- or overpriced.

Dec222021

New Tax Information Reporting Requirement for Cryptocurrency

Blog, Investment Selection, TaxBy Editorial TeamDecember 22, 2021

With the Infrastructure Investment and Jobs Act of 2021, cryptocurrency exchanges will have new information reporting requirements starting in 2023. The first reporting forms related to crypto transactions will be issued to the IRS and investors in January 2024.

Dec162021

Are You Using QuickBooks’ Custom Fields? Should You Be?

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial TeamDecember 16, 2021

QuickBooks was designed to be used by numerous types of small businesses. Custom fields help you tailor it to meet your own needs.

Dec152021

Borrowing Options: Benefits and Dangers of Borrowing

Blog, Personal Finance, Starting OutBy Editorial TeamDecember 15, 2021

Debt, credit, and borrowing are a how most investors make large purchases, whether it is a car, a home, or college tuition. However, borrowing comes with a dangerous side as well.

Dec92021

Supply-Chain Chaos: Holiday Edition

Blog, Economy/Stock Market, New Year/End of YearBy Editorial TeamDecember 9, 2021

Retailers have warned consumers that product shortages and shipping delays will continue—just what we needed this holiday season! Here is what you need to know.

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