Cost basis reporting for bonds is scheduled to begin in 2014, which may make calculating profits from bond sales easier. Learn more in this Financial Tip.
If you are investing in mutual funds, you may want to pay closer attention to the timing of your purchases in December.
With year-end financial summaries rolling in, it’s a great time to evaluate your investments. Learn more in this Financial Tip.
You can protect your digital assets by including them in your estate plan, just as you would your physical assets. Read more in this Financial Tip.
Social Security beneficiaries will receive a 1.5% cost-of-living adjustment for 2014. Learn more in this Financial Tip.
In this week’s Atlanta Business Chronicle, Bil Lako, CFP® shares his insight on year-end cash flow planning for businesses. Read the Article
If you come into sudden wealth, you should do a cash-flow analysis before you quit your job, move to an exotic island or purchase a yacht.
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article
Retirement plan contributions limits for IRAs and employer-sponsored retirement plans remain unchanged for 2014. Learn more in this Financial Tip.
The portability of a deceased spouse’s unused estate tax exemption can greatly affect a surviving spouse’s estate taxes. Read all about it in this Tax Tip.