Is the IRS Withholding Some or All of Your Refund?
If you owe on certain debts, the IRS can keep a portion of your federal refund to satisfy the debt. Read this tax tip to learn more.
Investors Worry Over a Slowing Economy and Depressed Sentiment
The “Money Talks” hosts discuss the fall in stocks despite relief over the weekend’s debt ceiling deal.
Perspective Helps Take the Emotion out of Investing
Now that the market has had its 10% drop for the year, the “Money Talks” hosts discuss the buying opportunity at hand.
Q&A Time: Muni Bond Defaults and Portfolio Diversification
The “Money Talks” hosts field investment questions on municipal bonds and portfolio diversification.
Tax Breaks: Limited Window of Opportunity
Last December, Congress extended a number of the Bush-era tax breaks, but only for a limited length of time. It is probably a safe bet that most won’t get extended further, considering the size of the national debt. Although numerous tax breaks were extended, only a few provide you with an opportunity to take actions that can reduce your tax bite. But if you want to take advantage of those tax breaks, you need to act this year or next. Here is a list of those extended tax breaks and what will happen when they expire.
Uncertainty Over Default has not Helped the Market
The “Money Talks” hosts offer their insight on the debt ceiling debate and provide guidance to the individual investor.
Choosing a Broker or an Adviser
Most financial professionals can provide specific stock or mutual fund recommendations. However, before deciding on a broker or an adviser, you must decide what you want to handle: investments research, planning your personal finances, establishing budget realities, providing tips to reduce spending, assessing your retirement savings, and checking that you have the necessary insurance coverage.
Business Owners: Are You Missing Out On the Research Credit?
The Internal Revenue Code rewards businesses for pursuing innovation by continually increasing investment. Learn how in this Tax Tip.
Our Markets are Up Because the Global Markets Find us the Most Liquid and Most Trusted
The “Money Talks” hosts discuss the mixed economy, strong financials in earnings and the political headwinds.
Benefits of Working with a Fee Only Adviser
Bil Lako, CFP® discusses how it can be a full-time job to do the extensive research required to make sound investment decisions for a well-diversified portfolio.