Wills and trusts are common estate planning documents. While each can help in the distribution of assets at death, we outline seven key differences between the two.
Due to COVID-19, the IRS extended the tax filing deadline to July 15th—but that tax deadline applies to other items!
The desire to become a more disciplined investor is often tested by the arrival of your account statements.
You may be able to convert unused paid vacation time, sick leave and personal leave for cash payments that your employer can donate to COVID-19 relief charitable organizations.
Read highlights of about the current financial condition and challenges both Social Security and Medicare face.
In this “Money Talks Minute,” Certified Exit Planning Advisor K.C. Smith, CFP®, asks small-business owners if their business would exist without them.
This week on “Money Talks,” your hosts discuss the market’s choppy moves during the week, housing news, and interest rates. The financial experts also answer the top three investor questions we get: Should we sell now? How do I position my portfolio for a presidential administration change? Why is the market so good if the economic news is so bad? The hosts round out the show by answering listeners’ questions on coronavirus-related withdrawals from a Roth IRA and the new method the government is using for distributing Economic Impact Payments.
Many investors have similar questions–should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.
For the second year in a row, interest rates on federal student loans will decrease for the 2020-2021 academic year.
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the market has recovered a majority of what it lost, in March. Hopefully, you did not touch your 401(k) by cutting your contributions or moving your investments to cash equivalents during the trough.