College Expenses—Where to Begin Before Saving
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.
Market Roundup: Markets End Week Slightly Up After a Rough Start
Our experts discuss the week’s economic releases, including the JOLT Survey, the Producer Price Index and the employment situation. The week began with the markets closing in the red zone both Monday and Tuesday on depressed prices as Energy and Technology stocks weighed on the markets. Midweek the markets were mixed while reports showed retail sales remained unchanged in April. By Thursday, the S&P closed at a new all-time record level. The upswing continued through Friday to bring the weekly results into the green.
In the News: Determining Business Value
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the value of your business depends on the valuation method used. Read the Article
Local Lodging May Be Deductible
The IRS can allow certain non-away-from-home lodging expenses to be treated as deductible business expenses. We explain in this week’s Business Tip.
Divorce and Medicaid
Divorce may allow an ex-spouse to qualify for Medicaid, but there are several drawbacks to this option. Learn more in this week’s Insurance Tip.
Am I liable for unauthorized transactions on my debit card?
Find an unauthorized transaction on your debit card? The amount of your liability depends on the type of transaction. Read all about it in this week’s Financial Tip.
Determining What A Business is Worth
As a small-business owner, it is in your best interest to discover the true worth of your most valuable asset through a business valuation.
With current P/E, overvaluation should not be a concern
Bil Lako, CFP® explains in today’s Marietta Daily Journal why the domestic markets should not be considered expensive. Read the Article
Tax Penalty For Not Having Insurance Ratchets Up In 2015
In 2015, not having health insurance may mean a penalty of $325 for each adult and $162.50 for each child. Learn more in this week’s Insurance Tip.
Is Your Refund Too High or Did You Owe Taxes? You Probably Need to Adjust Your W-4
Although the W-4 seems to be easy to fill out, this is where many taxpayers go wrong. We explain in this week’s Tax Tip.