Minimizing Tax on Social Security Benefits
Despite your Social Security benefit coming from a tax on your earnings, once you’re receiving benefits, you may have to pay tax on them! We explain in this week’s Tax Tip.
Retirement Confidence Improves for Workers, Declines for Retirees in Critical Areas
Confidence in retirement savings is up in 2018, but health care costs and Social Security still remain a concern. Learn more in this week’s Financial Tip.
Time Value of Money for the Recent Graduate
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common situation for young investors: Finding the balance between saving for retirement and paying down debt like student loans.
Market Roundup: Good Economic News Led to Strong Week for Large-Cap Stocks
Indices closed well into the green zone on Monday that pushed the NASDAQ up to a new record level. Stocks likely advanced in the wake of stronger-than-expected payroll additions for May. Indices closed with mixed moves on Tuesday, with the Dow shedding some points and both the the S&P 500 and Nasdaq gaining.
Market Update for June 2018
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to discuss the divergence between growth and value stocks in the market. The Analysts also take a look at how Italy’s debt crisis is affecting the U.S. bond market, and the potential for an upcoming rate hike from the Fed.
Why It Might be Time for Your Small Business to Migrate to Cloud Accounting
Have you “migrated to the cloud?” No, not your family photos or back up files—your small business accounting! Learn more in this week’s Business Tip.
Should I Buy a New or Used Car?
Is the new-car smell worth it, or do you want someone else to take the depreciation hit? We explain points to consider as you shop for a vehicle in our Question of the Week.
Not-Being-Insured Penalty Eliminated
The Affordable Care Act imposed a “share-responsibility payment” on taxpayers who did not sign up for minimum essential health coverage. This is eliminated in 2019. Read all about it in this week’s Tax Tip.
Marriage and Money: Taking a Team Approach to Retirement
Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. We explain in this week’s Financial Tip.
Preserving Georgia’s Land with Conservation Easements
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Dan DiLuzio, C.P.A., and Managing Associate D.J. Barker, CWS®, to discuss a unique way to preserve our natural resources while getting a tax deduction with conservation easements.