The Our Three Cents hosts interview Reece Sanford, CFA, a VP/SBA Relationship Manager at SouthState Bank. Reece discusses why SBA-backed loans are ideal for small businesses. Loans backed by the Small Business Administration generally have rates and fees that are comparable to non-guaranteed loans, and quite often have lower down payments, flexible overhead requirements, and no collateral needed for some loans.
John Dickson, CPA, CFP®, CVA, from Henssler CPAs & Advisers, highlights three situations that you need to pay attention to when calculating your 2021 income tax return.
MARCH 2022. KENNESAW, Ga.—The independently operated advisory firm survived the unprecedented pandemic years stronger, smarter, and more prepared as they celebrate 35 years in business.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why some seniors are seeing an income-related monthly adjustment amount added to their Medicare premiums.
Exchange-traded funds have some attractive features that set them apart from mutual funds, including diversification, tax efficiency, and lower expenses.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.
John Dickson, CPA, CFP®, CVA, from Henssler CPAs & Advisers, reminds you of the 2021 tax filing season deadlines and answers taxpayers’ most frequently asked question.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains four rules to watch out for when planning your 2022 required minimum distribution.
Don’t risk your financial future by not educating yourself about which investments may be able to help you pursue your financial goals.
Taxpayers sometimes think “tax deductions” and “tax credits” are the same. While they both help lower your tax liability, there’s a distinct difference between them. We explain!