Thinking of Tapping Your Retirement Savings? Read This First
Before making any early withdrawals from an IRA or other retirement plan, carefully consider the consequences. Read more in this week’s Tax Tip.
Before making any early withdrawals from an IRA or other retirement plan, carefully consider the consequences. Read more in this week’s Tax Tip.
A 529 Plan can reach a hefty balance, but who controls the money? It depends. Read all about it in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.
Monday’s trading was light ahead of the Independence Day holiday, which had U.S. markets closed on Tuesday. On Wednesday, the market learned U.S. Factory orders took another step back in May, losing 0.8%, exceeding consensus’ expectations. Stocks ended last week higher, despite falling energy shares..
Keeping your company’s data safe is vitally important. Take steps to protect your QuickBooks company file in this QuickBook’s tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave.
The IRS audit selection process favors returns that claim the Earned Income Tax Credit. Learn more in this week’s Tax Tip.
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.
Investors turned to more defensive stocks like utility companies and other dividend-paying shares, which led the S&P 500 Index to slight gains on Monday. Technology shares led Tuesday’s downswing as the Dow Jones Industrial Average and the S&P 500 saw their biggest daily declines in more than a month.