In the News: Housing inventory and mortgage rates influence your home choice in retirement
Should you stay or should you go? Bil Lako, CFP®, discusses your housing options as you head into retirement in the Marietta Daily Journal. Read the article.
Restaurant Revitalization Fund: Tax-Free Grants for Restaurants
It’s no surprise that the coronavirus pandemic significantly hurt the restaurant and hospitality business sector. The Restaurant Revitalization Fund—part of the American Rescue Plan Act—is designed to help eligible businesses keep their doors open.
Home-Sweet-Home Equity
Even if you still make mortgage payments in retirement, the equity in your home is a valuable asset. In this week’s Financial Tip we explore the opportunities that come with home equity.
The Tax-Filing Deadline Is Around the Corner
As a reminder to those who have not yet filed their 2020 tax returns, May 17, is the due date to either file a return (and pay the taxes owed) or file for an automatic extension (and pay an estimate of the taxes owed). Normally April 15 is the due date, but this year the IRS extended it until May 17.
Our Three Cents — Exit Planning Options
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, provide an overview of the options a business owner has available when exiting a business. Business owners have a variety of options from passing the business along to family members to selling to a private equity firm to liquidating and closing the business.
In the News: When your rant on Facebook costs you $5 million
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how your homeowner’s insurance policy might not cover inflicting emotional distress, defamation, or similar charges.
Your QuickBooks Company File Is the Key to The Kingdom! Keep It Safe from Fraud
It would be impossible to reconstruct your QuickBooks file from scratch, and you can’t afford to have a hacker steal any of your funds.
Growing Interest in Socially Responsible Investing
Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets. This upward trend suggests that many people want their investment dollars to pursue a financial return and make a positive impact on the world.
Refund Statute Expiring: Don’t Miss Out!
If you’re due a federal tax refund for 2017, time is running out for you to claim it!
When Your Rant on Facebook Costs You $5 Million
The “Money Talks” hosts talk with special guest Keith Palmer of Henssler Norton Insurance, who provides advice for households with increased liability risk because of teenage drivers, social media, dogs, and pools.