In the News: IRS extends deadline for required minimum distribution repayment
In the Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ latest move to help investors repay their unwanted 2020 RMDs.
Don’t Throw Away That Notice 1444
If you’ve already received your economic impact payment, you’ve probably already received Notice 1444. Make sure you keep it, as you may qualify for a refundable credit on your 2020 return.
Will vs. Trust: 7 Key Differences
Wills and trusts are common estate planning documents. While each can help in the distribution of assets at death, we outline seven key differences between the two.
July 15th Deadline Is Fast Approaching, and it Isn’t Just for the 2019 Individual Tax Return
Due to COVID-19, the IRS extended the tax filing deadline to July 15th—but that tax deadline applies to other items!
Portfolio Performance: Choose Your Benchmarks Wisely
The desire to become a more disciplined investor is often tested by the arrival of your account statements.
A Novel Way to Make COVID-19 Relief Donations
You may be able to convert unused paid vacation time, sick leave and personal leave for cash payments that your employer can donate to COVID-19 relief charitable organizations.
Social Security and Medicare Face Financial Challenges
Read highlights of about the current financial condition and challenges both Social Security and Medicare face.
Is Your Business Worthless Without You?
In this “Money Talks Minute,” Certified Exit Planning Advisor K.C. Smith, CFP®, asks small-business owners if their business would exist without them.
Recovery, Elections, and Ugly Economic News
Many investors have similar questions–should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.
Interest Rates on Federal Student Loans Decrease to Record Lows for 2020-2021
For the second year in a row, interest rates on federal student loans will decrease for the 2020-2021 academic year.