Tax Breaks for Military Personnel
We all appreciate the sacrifices the military makes, even the IRS. Service members are eligible for some tax breaks. We explain in this week’s Tax Tip.
Women: Moving Forward Financially After the Loss of a Spouse
A spouse’s death can be overwhelming. It’s important to take certain steps to move on financially. We explain in this week’s Financial Tip.
Even Married Couples Need to Discuss Power of Attorney
This week, Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, joins Chief Financial Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, to share some advice for families when it comes to planning for incapacity, whether it be for aging parents who can no longer take care of themselves, or an accident that leaves you unable to make financial or health decisions for yourself.
Market Roundup: Slight Gains for Large Caps, Buoyed by Earnings and Economic Reports
The benchmark indices were mixed last week as large caps and tech stocks performed well, while small caps took quite a hit. The S&P 500 closed the week posting gains for the eighth straight week. The market kicked off the week with lackluster performance as the major indices closed in the red zone on Monday. One bright spot was an economic report that showed personal income ticked up in September.
Hiring The Right Employee Can Get You A Big Tax Credit
Hiring a disadvantaged individual can be a win-win situation thanks to the Work Opportunity Tax Credit.
In the News: Disability Insurance: Protecting Your Ability to Earn a Living
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains insuring your most valuable asset: your ability to earn a living.
November 1 Begins Open Enrollment for Health Insurance Marketplaces
Individuals seeking coverage through the Health Insurance Marketplace have a shortened window to enroll in a plan. Learn more in this week’s Insurance Tip.
Gambling and Tax Gotchas
Headed to the casino? Remember, the tax code requires all gambling winnings to be reported. We explain in this week’s Tax Tip.