Rebalancing and Redesigning
The “Money Talks” hosts discuss some of the year-end portfolio decisions you may have.
Be Aware When Buying Mutual Fund Shares in December
Unless you want to pay taxes on money you didn’t earn, be careful when you buy mutual fund shares in December. Read the Article
Calculating Cost Basis for Bonds
Cost basis reporting for bonds is scheduled to begin in 2014, which may make calculating profits from bond sales easier. Learn more in this Financial Tip.
Beware of Buying Mutual Funds in December
If you are investing in mutual funds, you may want to pay closer attention to the timing of your purchases in December.
It's December…Do You Know Where Your Money Is?
With year-end financial summaries rolling in, it’s a great time to evaluate your investments. Learn more in this Financial Tip.
What will happen to my digital assets if I die or become incapacitated?
You can protect your digital assets by including them in your estate plan, just as you would your physical assets. Read more in this Financial Tip.
Social Security and Medicare Figures for 2014
Social Security beneficiaries will receive a 1.5% cost-of-living adjustment for 2014. Learn more in this Financial Tip.
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
Sudden Wealth
If you come into sudden wealth, you should do a cash-flow analysis before you quit your job, move to an exotic island or purchase a yacht.
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