Strategies in Tax Loss Harvesting
Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.
Market Roundup: Markets Slip for the Week on Weaker than Expected Earnings and Falling Oil Prices
Stocks stepped up on Monday despite West Texas Intermediate crude falling 0.7% to settle at $50.52 a barrel. Indices ended trading in the red zone on Tuesday on news that consumer sentiment dipped in October. The Conference Board Consumer Confidence Index declined 4.9 points to 98.6, a three-month low.
In the News: A Primer on Medicare and Open Enrollment
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains Medicare and the current open enrollment season. Read the Article
Business Owners: Don't be Left Holding the Tax Bag
There are substantial penalties if you fail to file a correct 1099-MISC for independent contractors by the due date. We explain in this week’s Business Tip.
Medicare Open Enrollment Period: Changes You can Make & What to Consider
Medicare Open Enrollment Period is Oct. 15 through Dec. 7. Learn what you can change and what to consider in this week’s Insurance Tip.
Married to a Non-U.S. Citizen?
The status of your non-U.S. citizen spouse dictates how you are taxed. Learn more in this week’s Tax Tip.
Will vs. Trust: Is One Better than the Other?
Wills and trusts allow you to distribute your assets at death, but there are differences between these documents. We explain in this week’s Financial Tip.
A Primer on Medicare and Open Enrollment
Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
Life Insurance: Filling an Economic Need
Today’s Marietta Daily Journal: Bil Lako CFP® explains while life insurance needs decrease with time, investors may still want it. Read the Article
Designing a Benefit Package for Your Small Business
One way to reward your employees is to provide a benefit package with both traditional and not-so-traditional benefits. Read all about it in this week’s Business Tip.