Eight QuickBooks Reports That You Should Be Running Regularly
QuickBooks reports can help you make business decisions that will help you take your growing company to the next level. Learn more in this Business Tip.
Surviving the Underwriting Process when Buying Disability Income Insurance
The underwriting process requires a lot of information to classify you as an acceptable risk. Learn what it entails in this Insurance Tip.
Foreign Banks Forced to Report US Account Owners’ Tax Information to IRS
Under the FATCA law that bank account in the Cayman Islands will be reported to the IRS. Find out what this means in this Tax Tip.
Contributing to both an Individual 401(k) and a 401(k)
The hosts of “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, and Matt Hames, CTFA, discuss the overall 401(k) contribution limits. They describe the contributions limits for both salary deferral and profit-sharing contributions, and the best way to maximize your investment.
GAO Report Reveals Why People Claim Social Security Benefits Early
Taking Social Security at 62 reduces your monthly benefit, but there are plenty of reasons people do so. Read what they are in this Financial Tip.
Stocks Tumble on Fed’s Mixed View of Economy
Stocks fall more than 2% during the week on mixed economic views, losses in the European markets and a potential default by Argentina.
Q&A Time: Solo 401(k)s, Market Research Companies, Yelp and More
The “Money Talks” hosts address a variety of listener questions, including saving to a solo 401(k) and investment research companies.
The Earnings of Twitter
The “Money Talks” hosts discuss the problem with investing in Twitter at this time.
Naming a Child as a Beneficiary
Should a minor child be named the beneficiary of an ERISA-governed retirement plan?
Only One Nontaxable 60-Day Rollover OK’d
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ changes to IRA Rollover Rules. Read the Article