What's the Difference Between a Direct and Indirect Rollover?
If you leave your employer, you can roll over your 401(k). How you do it may have tax consequences. We explain in this week’s Financial Tip.
Can the IRS Waive the 60-Day IRA Rollover Deadline?
Did you miss the 60-day rollover deadline for your IRA due to extenuating circumstances? All hope is not lost. Read all about it in this week’s Tax Tip.
Should an Investor’s Goal be to Beat the Market?
Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.
Market Roundup: Week Starts in the Red, but Ends with Record Highs
The markets kicked off the week by closing in the red zone on Monday. Corporate earnings likely drove some of the bigger moves of the day. The next day, the indices landed in green territory, as the Dow Jones Industrial Average maintained gains while the NASDAQ closed at a new record high.
Important Tax Changes for Small Businesses
Tax changes made in Dec. 2015 can greatly affect business’ tax returns for 2016! Read all about them in this week’s Business Tip.
Disability Insurance Policy Options and Riders
Disability insurance policies can be tailored to your needs. Learn about options and riders to customize your policy in this week’s Insurance Tip.
Digital Deception: Current Trends in Cybercrime
Cybercrime poses a real threat to your finances. Know where you’re vulnerable and how to protect yourself in this week’s Financial Tip.
Standard Mileage Rates for 2017
Standard mileage rates decreased for 2017, but taxpayers always have the option of calculating the actual costs. Learn more in this week’s Business Tip.
Actively managed 401(k)s can help avoid skewed allocations
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.
How do I determine how much renters insurance I need?
Your landlord’s insurance doesn’t cover your stuff. So how much renters insurance do you need? We explain in this week’s Insurance Tip.