How Europe’s Woes Influence Investment Decisions
Europe’s woes weighed heavy on the markets this week. Dr. Gene offers his insight on how to invest amid the European turmoil.
Q&A Time: Nutritional Stocks, Bed Bath & Beyond’s Merger and a Small-Cap Pick
The “Money Talks” team offers answers on listeners’ latest stock questions, including Bed Bath & Beyond’s bid to buy Cost Plus World Market and a small-cap pick.
Rule 72(t) Allows for Penalty-Free Substantially Equal Periodic Payments from Your IRA Before Age 59½
Certified Financial Planner Jennifer Thomas joins the show to discuss substantially equal periodic payments available from IRAs under Section 72(t) of the Internal Revenue Code.
Having a Child will Affect you Financially
Bil Lako, CFP® and Jennifer Thomas, CFP®, highlight some of the financial aspects to having a child.
Tax Planning for the Self-Employed: Shifting Income/Timing Income
If you are self-employed, income shifting can be a valuable tool to lower your taxes. Read more in this Business Tip.
In the News: Unrealized Appreciation—Your Company Stock
When you leave your job, a cash distribution from a 401(k) may be a good idea if you have net unrealized appreciation. We explain in today’s Marietta Daily Journal.
Insurance Concerns of Divorcing Couples
Along with the financial and emotional difficulties of divorce, you’ll face special concerns about your insurance coverage. Read more in this Insurance Tip.
Charity Purchases and Auctions
Paid $500 for a football at a charity auction? Check the estimated value of the item before calculating your tax deduction. Learn more in this week’s Tax Tip.
Will You Outlive Your Money?
Retirement success depends on how much you’ve saved, how quickly you spend your money and how long you need it to last. Learn more in this week’s Financial Tip.
Despite Dow High, Investors Sold Off by Late Week
The “Money Talks” hosts discuss the week’s news, including the mixed economic data, some interesting M&A activity and the third peak week of earnings season.