Q&A Time: Using a Pension to Fund a Home Purchase, Carlyle Group, SanDisk and More
The “Money Talks” hosts answer a variety of listeners’ questions on The Carlyle Group, SanDisk, and saving to a 401(k) if you plan on retiring early.
Managing a Concentrated Stock Position
When you have a position that comprises a large portion of your portfolio you need to ask yourself, if you sell and pay the capital gains tax can you retire? Generally, the answer will be yes.
Social Security Disability Benefits
The amount of your monthly disability check is based on your average lifetime earnings.
Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Eight QuickBooks Reports That You Should Be Running Regularly
QuickBooks reports can help you make business decisions that will help you take your growing company to the next level. Learn more in this Business Tip.
Surviving the Underwriting Process when Buying Disability Income Insurance
The underwriting process requires a lot of information to classify you as an acceptable risk. Learn what it entails in this Insurance Tip.
Foreign Banks Forced to Report US Account Owners’ Tax Information to IRS
Under the FATCA law that bank account in the Cayman Islands will be reported to the IRS. Find out what this means in this Tax Tip.
Contributing to both an Individual 401(k) and a 401(k)
The hosts of “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, and Matt Hames, CTFA, discuss the overall 401(k) contribution limits. They describe the contributions limits for both salary deferral and profit-sharing contributions, and the best way to maximize your investment.
GAO Report Reveals Why People Claim Social Security Benefits Early
Taking Social Security at 62 reduces your monthly benefit, but there are plenty of reasons people do so. Read what they are in this Financial Tip.
Stocks Tumble on Fed’s Mixed View of Economy
Stocks fall more than 2% during the week on mixed economic views, losses in the European markets and a potential default by Argentina.