Prepare Now for a Year-End Investment Review
Almost as important as knowing how your portfolio performed is understanding why it performed as it did. We explain 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
Plan Now for a Year-End Investment Review
Since you know how income, capital gains and dividends will be taxed, you can now fine-tune your long-term plan. Find out how in this Financial Tip.
Time Running Out for Large Gifts in 2012
You should consider whether the benefit of a large gift in 2012 could be recaptured later if estate and gift laws change. Read all about it in this Financial Tip.
Setting Financial Resolutions for the New Year
The “Money Talks” hosts discuss financial resolutions for the new year, which may help you in reaching your goals.
Making Financial Resolutions? Look Back at Last Year
Resolving to improve your financial picture in 2012? Look back at what happened in 2011 can help you make some positive changes. Find out more in this week’s Financial Tip.
New Year’s Resolutions that Save You Money
New Year’s Resolutions not only give you goals to aim for throughout the year, but they can also save you money in the process. By spending more time with family and friends, living a healthier life and helping others, your chances of living a more enjoyable life are increased. For more information about some of the most common New Year’s Resolutions and a little financial insight regarding them, read this C.P.A Insight.
Are You Withholding Enough to Cover Your Tax Liability?
Withholding money from your paycheck is part of our “pay as you go” system for paying income tax. Generally you want to withhold enough to cover 90% of your tax liability.
Cost Basis Consideration
When determining your capital gains and losses, cost basis information is essential.