finance

July 1, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

June-Here’s To Your Wealth

The Markets:  The U.S. investment market’s mid-year report card is a mixed picture. Bonds continue to do well while stocks continue to be flat to down year to date. All those who said interest rates couldn’t go any lower and avoided the bond market, continue to miss a nice rally. Of course, the high yield bond […]

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May 11, 2016 | Juanita Farmer, CPA

What to Do if You Haven’t Filed a Tax Return

Filing a past due return may not be as difficult as you think. Taxpayers should file all tax returns that are due, regardless of whether full payment can be made with the return. Depending on an individual’s circumstances, a taxpayer filing late may qualify for a payment plan. It is important, however, to know that […]

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May 10, 2016 | Sonya Burke

The Bottom Line Features Reports on Clarksburg Outlets, College Track and Paws in the Park (VIDEO)

Susan Kenedy hosts the latest episode of The Bottom Line, which begins with a report on the status of construction at the Clarksburg Premium Outlets.

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May 5, 2016 | Juanita Farmer, CPA

What Income is Taxable?

Are you wondering if there’s a hard and fast rule about what income is taxable and what income is not taxable? The quick answer is that all income is taxable unless the law specifically excludes it. But as you might have guessed, there’s more to it than that. Taxable income includes any money you receive, […]

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March 31, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

March-Here’s To Your Wealth

Were the wild stock market gyrations of the first quarter a lot of hullabaloo about nothing? In January and early February we witnessed a dramatic drop in stock prices followed by a rapid recovery with significant market breadth (a wide amount of stocks participating). At one point in mid-February, the S&P 500 was down over […]

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March 29, 2016 | Juanita Farmer, CPA

It’s Not Too Late to Make a 2015 IRA Contribution

If you haven’t contributed funds to an Individual Retirement Arrangement (IRA) for tax year 2015, or if you’ve put in less than the maximum allowed, you still have time to do so. You can contribute to either a traditional or Roth IRA until the April 18th due date, not including extensions. Be sure to tell […]

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February 23, 2016 | Juanita Farmer, CPA

Three Most Common Budgeting Errors

When it comes to creating a budget, it’s essential to estimate your spending as realistically as possible. Here are three budget-related errors commonly made by small businesses and some tips for avoiding them. Not Setting Goals. It’s almost impossible to set spending priorities without clear goals for the coming year. It’s important to identify, in […]

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February 16, 2016 | Juanita Farmer, CPA

Roth IRA’s: The Basics

A Roth IRA is an individual retirement plan that with certain exceptions, is similar to a traditional IRA and subject to the rules that apply to a traditional IRA. For example, to be considered a Roth IRA, the account or annuity must be designated as a Roth IRA when it is opened. A deemed IRA […]

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June 21, 2015 | Sonya Burke

Forum on Public Campaign Financing System (VIDEO)

At a recent public forum, Montgomery County residents received a briefing on the new public campaign finance law. Susan Kenedy reports. Visit our PEG partner County Cable Montgomery to view more of its local programming.

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May 23, 2012 | Staff Writer

Fun, Finance and Fashion (Video)

Students from Montgomery College recently staged a fashion show and eating contest to highlight their business and finance skills and to highlight a local nonprofit. It looks like they also had a good time. Take a look.

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