Use Direct Deposit for Faster Refunds
Antsy to get your hands on your tax refund? Opt for direct deposit to receive it faster. Read all about it in this week’s Tax Tip.
Developing a Spending Plan
A spending plan puts you in charge of how your money is being spent and gives you a sense of control. We explain in this week’s Financial Tip.
Having Tax Diversified Assets for Retirement
Principals Jennifer Thomas, CFP®, and Bil Lako, CFP®, are joined by Director of Research Troy Harmon, CFA, CVA, to discuss a common problem of investors who save the majority of their retirement funds in tax deferred accounts: taxes. They look at how required minimum distributions can bump a taxpayer into a higher bracket and the importance of having tax-diversification in your portfolio.
Market Roundup: Mixed Moves End in Slight Gains for the Week as Fed Increases Interest Rates
The markets opened the week mixed as investors anticipated the Federal Reserve to raise interest rates later in the week.
Why Do Small Businesses Fail, and How Can I Prevent This?
There’s no magic solution to ensure a successful business. We explain some of the common reasons that small businesses fail in this week’s Business Tip.
Maximizing Your Affordable Care Act Insurance Supplement
Many issues can affect your MAGI, which, in turn, can reduce or eliminate financial assistance for health insurance. Read more in this week’s Insurance Tip.
Tax Benefits for Parents
You’re probably aware of the dependent tax exemption, but there are many other tax breaks for parents. Read all about them in this week’s Tax Tip.
Investing that Makes an Impact
You can make an impact by investing in companies with ethical and/or sustainable business practices. Learn all about them in this week’s Financial Tip.
Financial Insight: Take Extra Steps in Transactions to Minimize and Prevent Fraud
Technology has made financial transactions convenient for the busy lives we lead, but it also leaves us open to cyber theft and fraud. While you may be up to par on your security, you should not assume that all the people you do business with are.
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should let your adviser know about all of your investments. Read the Article