A Mix of Market Caps
The “Money Talks” hosts discuss diversifying your portfolio’s market capitalization.
Supplemental Executive Retirement Plan
The “Money Talks” hosts explore some of the details of supplemental executive retirement plans and their safety.
Preparing for Tax Crunch Time
Bil Lako, CFP®, explains why your accountant needs to be aware of any special reporting requirements you may have. Read our article in today’s Marietta Daily Journal
Employee Compensation Influencing Choice of Entity
Employee compensation and fringe benefits are taxed differently depending on your business entity. Learn more in this Business Tip.
Coinsurance Clause in Homeowners Insurance
If you don’t insure your home for at least 80% of its value, you will likely face a coinsurance penalty. Read all about it in this Insurance Tip.
Family Home Loan Interest May Not Be Deductible
Loaning money to a family member for the purchase of a home may have unintended tax consequences. Learn more in this week’s Tax Tip.
Filing Status for Surviving Spouse
The hosts of “Money Talks” discuss a listener’s question on which filing status is appropriate once your spouse has passed. The hosts cover the different options available and what qualifications you must meet for each option.
What Baseball Can Teach You about Financial Planning
Cover your bases. Good idea in baseball. Better idea for financial planning. Read more in this week’s Financial Tip.
Markets Recover After Ukraine Worries Cause Global Selloff
Ukraine worries weighed heavily on the market early in the week, while investors blamed the weather for mixed economic reports.
The Ukrainian Conflict
The “Money Talks” hosts address the Ukrainian conflict and its effect on U.S. markets.