In the News: Think Twice Before Using a ROBS to Fund Your Business Dreams
In today’s @MDJOnline, Bil Lako, CFP®, explains how a rollover as a business start-up is a risky move. Read the Article
Business Entities: Sole Proprietorship (SP)
As a sole proprietor, you can hire your spouse without having to pay FUTA taxes (federal unemployment) on their salary. Read all about it in this week’s Business Tip.
Life Insurance Evaluation: Belth Yearly Rate of Return Method
Calculate the yearly rate of return for several years for an accurate measure of a life insurance policy’s performance. We explain the Belth Yearly Rate of Return Method in this week’s Insurance Tip.
Tax Tips for Disabled Taxpayers
Disabled taxpayers may qualify for tax credits or benefits. We highlight several that may help you save in this week’s Tax Tip.
Frequently Asked Questions on Opening a 529 Plan Account
529 Plans are known for their flexibility for college savings. We answer some frequently asked questions in this week’s Financial Tip.
Using a Rollover as a Business Start-up to Fund Your Entrepreneurial Dreams
Our experts discuss using a retirement plan rollover as a funding for a business start-up.
Market Roundup: Down Week on Global and Biotechnology Data
The week began just slightly up after last Friday’s red session. While the broader market experienced gains, the overall results were tempered with a tumble in Biotechnology stocks following criticism from Hilary Clinton and the New York Times. Global stocks fell the next day, dragged down by shares of miners and other raw materials producers. Biotechnology drug makers suffered another day of criticism, resulting in their stock prices declining. Stock prices in Europe fell on news that Volkswagen’s clean diesel engines produce more emissions than U.S. and European standards allow. U.S. stock markets continued to lag mid-week with crude oil falling to $44.48 a barrel. Down trading sessions on Thursday and Friday cumulated the week’s red results. Labor Department data showed new jobless claims climbed by 3,000 to 267,000.
Short-Term Cash? Don’t Dismiss Your 401(k)
While not always a good idea, Bil Lako, CFP®, discusses taking a loan from your 401K in today’s Marietta Daily Journal. Read the Article
Business Entities: S Corporations
Different business entities have different strengths and weaknesses. In this week’s Business Tip, we examine S Corporations.
Life Insurance Evaluation: Belth Yearly Price of Protection Method
One way to compare life insurance policies is to figure the yearly price of protection. We explain in this week’s Insurance Tip.