Student Loan Debt: It Isn’t Just for Millennials
Student loan debt is real: The 2015 graduating class had an average debt of $30,100. Learn more in this week’s Financial Tip.
Student loan debt is real: The 2015 graduating class had an average debt of $30,100. Learn more in this week’s Financial Tip.
Before you tap your home equity to fund a business venture, you need to understand the tax ramifications. Read all about it in this week’s Business Tip.
While calculating the home office deduction has become easier, the qualifications are still pretty stringent. Read all about it in this week’s Business Tip.
Show hosts, K.C. Smith, CFP®, Jennifer Thomas, CFP®, and Troy Harmon, CFA, CVA, explore a situation where an investor has entered into a reverse mortgage and his children are concerned about his potential need for long-term care. They discuss how reverse mortgages may affect elder care and Medicaid eligibility.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money.
Managing Associate D.J. Barker, CWS®, brings to the table a case study about a young couple who are receiving advice to pay off their home as soon as possible. D.J., and Bil Lako, CFP®, explain the advantages of carrying a mortgage and Troy Harmon, CFA, CVA, compares their borrowing rate to the possible return they could get in the market.
Managing Associate Shawna L. Theriault, CFP®, C.P.A., and Principal Bil Lako, CFP®, explore a listener’s decision whether to rent or buy a house with the profit from the sale of the family home after a divorce. They take a closer look at the tax advantages and lifestyle choices that come with home ownership.
Our experts discuss the possible tax write off a taxpayer may be able to take when the taxpayer suffers a loss on a rental property.
Illiquid assets may always have an inherent value, but selling the asset when you need the money may not always be an option.
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains how complicated calculating the gain on your home can be. Read the Article.