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Tag Archives: financial planning

Business owners turn to financial advisors to stay afloat

By LISA MONTI In a matter of weeks, businesses from Main Street to shopping malls were facing major disruption as the coronavirus pandemic began unfolding. Owners responded by cutting back operations, closing or adapting to new ways of operating, mainly online, to try to manage. Now, financial help is available in the form of loans, and some business owners are ...

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Financial planners trying to calm clients fears

By LYNN LOFTON As the volatile financial and medical environment have the country in their grip, financial advisers across the state are doing their best to calm clients. All say it’s a tough time and advice is based on clients’ specific situations. Matt Ballew of Ballew Wealth Management began his company in 1979 and says the corona virus has put ...

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Your home as a retirement asset? Yes, but higher returns are possible

By TED CARTER Retirement security may await at the end of a rainbow, but is leaving a home behind the best way to get to it? Yes and no, a financial planner and finance professor say. But for Gary Parker, it’s not even a close call. Homeownership and retirement security are synonymous, he says. That’s not surprising since Parker sells ...

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Time to look ahead at 2019 tax year

By CALLIE DANIELS BRYANT Pencils down. Papers filed. Tense shoulders can now relax – we’re a month past the 2018 tax deadline, unless your tax return was smaller than hoped, or worse, you owe IRS.  It’s never too early to plan ahead on how you can have a better tax season by 2019’s deadline, so we spoke to accountants and ...

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FINANCIAL PLANNING: Do you really know what time it is?

By BECKY GILLETTE It used to be that most people retired at the age of 65. But, today, there are options for retiring earlier, and higher benefits from Social Security for retiring later. The timing of retirement can make a big difference in how much financial freedom someone has during retirement. The number one question when deciding when to retire is, ...

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