Not Too Late for Year-End Cash Flow Planning
In this week’s Atlanta Business Chronicle, Bil Lako, CFP® shares his insight on year-end cash flow planning for businesses. Read the Article
Make the Most of Your Deductions
To make the most of your Tax Deductions, it may be beneficial to itemize deductions on your tax return. Learn all about it in this Tax Tip.
Investors Continue to Push the Markets into Record Territory
Investors pushed the market higher on speculation the Fed will keep its easy money policy intact.
Q&A Time: Cobb County’s Growth, Finding a Life Insurance Policy and Education Savings
The “Money Talks” hosts provide their opinions on Cobb County’s growth over the next few years.
Q&A Time: Cree, Apple and The J.M. Smucker Company
Is Apple “dead in the water?” As fans of the stock, we weigh in on Apple’s future.
10 Years May Allow You to Wait Out a Down Market
Having 10 years of liquidity accounted for can also help you sleep at night, knowing that the money you need in the immediate future is for all intents and purposes, safe.
Sudden Wealth
If you come into sudden wealth, you should do a cash-flow analysis before you quit your job, move to an exotic island or purchase a yacht.
More Money, More Problems
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article
How Much Is Your Closely Held Business Worth?
If a sale of a closely held business is between family members or friends, the sale price may reflect that relationship. Read more in this Business Tip.
IRA and Retirement Plan Limits for 2014
Retirement plan contributions limits for IRAs and employer-sponsored retirement plans remain unchanged for 2014. Learn more in this Financial Tip.