In the News: “Sell in May and go away” is just quack
As seen in the in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were to “Sell in May and Go Away” you’d have to know the exact perfect time to make a move twice!
Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover
You’ve moved on to greener pastures, but what should you do about the money in your old employer’s retirement plan? We weight the pros and cons of a IRA rollover.
Considerations When Making Gifts to Children
Children love getting gifts, but if you’re planning on gifting a ton of cash, there are some tax issues to consider.
“Sell in May and Go Away” is just Quack
The “Money Talks” Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.”
Using Market Data in Business Valuations
Troy Harmon, CFA, CVA, shares how market data and economic cycles help determine the price you might expect to get for your business.
5 Things That Happened in May That Affect Your Small Business
We’re approaching mid-year, which is a great time to check in on the health of your small business. Plus, lots of newsworthy events have happened that may affect you.
Did You File Before Congress Passed the Unemployment Tax Exclusion? Here is How the IRS is Handling the Situation
Did you pay taxes on your unemployment benefits you received during the pandemic? Normally, unemployment insurance benefits are fully taxable for federal purposes. As part of the American Rescue Plan Act, Congress decided that each individual who received unemployment benefits could exclude the first $10,200 of those benefits from taxation if their modified AGI was less than $150,000. The IRS will be adjusting your tax return.
In the news: Investing through inflationary times
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how inflation should be considered when investing.
Our Three Cents — Approaches to Business Valuations
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the three most common approaches to business valuations: the market-based, income-based, and asset-based methods.
3 Reasons to Keep Your Personal and Business Finances Separate
The more your business and personal outlays become entwined, the harder it is to manage your company’s cash flow, payroll, and taxes. We explore three key reasons to draw a clear line between your business and personal finances.