President’s Proposed Tax Changes for 2014
The President’s budget proposal aims to limit tax deductions and increase small-business retirement plan participation. Learn more in this Tax Tip.
Four Retirement Saving Myths
Think you’ll be able to save later for retirement? Not likely. We explain the fallacy in four common retirement myths in this week’s Financial Tip.
Positive Week with Record-Setting Highs
The “Money Talks” team discusses the market rally that set new record highs for the S&P 500 Index and Dow Jones Industrial Average.
Q&A Time: Monitoring Investments, Oil Services and Housing
The “Money Talks” hosts address listeners’ questions on rebalancing a portfolio, specific stocks and the housing market.
When You Are Ousted From a Former 401(k)
We highlight why you may be kicked out of a 401(k) plan once you’ve left the company.
Student Loans and Hardships
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the options for student loan payments when financial hardships happen. Read the Article
Leave Your Business to Your Family
A successful succession plan addresses management succession as well as ownership and estate planning issues. Learn more in this Business Tip.
Auto Insurance: Coverage Options
Considering buying a shiny new car for your graduate? Better review your car insurance options too! Learn more in this Insurance Tip.
How Children Affect Your Financial Life
You bought the best car seat for your new baby. Now protect your child by updating your Will and beneficiary forms. Learn more in this Financial Tip.
Market Rallies on Tech and Jobs Report
The “Money Talks” hosts discuss the rise in Personal Income and the Federal Open Market Committee’s recent meeting.