Documenting Charitable Contributions
Placing a bill or two in your church’s collection plate? Better get a receipt if you want a tax deduction. Learn more in this Tax Tip.
When Is Market Volatility Most Dangerous?
If you’re near retirement, you need to consider your longevity and whether your portfolio will last as long as you do. Read more in this Financial Tip.
Mixed Earnings Make for Mixed Markets
The “Money Talks” hosts discuss the week’s economic news and a mixed bag of earnings.
Q&A Time: Emerging Markets, Disability Insurance and Industrial Stocks
The “Money Talks” hosts discuss the merits of a fund manager when it involves emerging markets funds.
Balancing Paying Down Debt with Rebuilding an Emergency Fund
Bil Lako, CFP® discusses savings strategy when you have debt to pay down.
Portfolio and Plans to Match Your Goals
The “Money Talks” hosts discuss the importance of reviewing your portfolio and financial plan.
How Much Is Needed to Retire?
How much money do you need to retire? Bil Lako, CFP® explains the complicated equation in today’s Marietta Daily Journal. Read the Article
Tax Tips for the Well-Traveled Businessperson
Many business travel related expenses are deductible, but there are rules that you must follow. Read all about it in this Business Tip.
Tax-Deferred Annuities: Are They Right for You?
Tax-deferred annuities can be a valuable tool, but there are other tax-deferred savings plans to consider first. Read more in this Insurance Tip.
Turning 70½ This Year?
At age 70½, you’ll face several decisions regarding your retirement accounts that will affect your taxes. Learn more in this Tax Tip.