Why Refinancing Can Help You
Bil Lako, CFP® discusses the financial advantage to refinancing a mortgage in today’s Marietta Daily Journal.
Compensating Yourself with Wages
If you own a business, you likely receive compensation through wages and dividends. But which is better? Find out in this Business Tip.
If Long-Term Care Insurance Isn't for You: Other Options
Long-term care insurance can be cost prohibitive, but there are alternatives. Read all about them in this week’s Insurance Tip.
Don’t Forget to Report Those Foreign Financial Assets!
The penalty for failing to report specified foreign financial assets for a tax year is $10,000! Learn more in this week’s Tax Tip.
Estate Planning Strategies in a Low-Interest-Rate Environment
Tired of low interest rates? Us too. However, they can be beneficial for certain estate planning strategies. Learn more in this Financial Tip.
A Mixed Week Following Technology’s Rolling Results
Technology stocks were up and down, and the markets followed.
Concerns on How Similar the United States is to Greece
The “Money Talks” hosts weigh in on whether the United States’ economy is headed in a direction similar to Greece.
Q&A Time: Unilever, Gold, Materials and Consumer Discretionary Stocks
The “Money Talks” hosts answer listeners’ questions on the two Unilevers and how much you should own in basic materials or gold.
IRS Officially Begins Tax Season
2012’s tax act made some rules retroactive for 2012, causing a delay in filing and for the IRS to process returns. Read our article in today’s Marietta Daily Journal This article is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be…
Moving Expenses
Some moving expenses may be tax deductible if you meet certain tests from the IRS.