How Can I Manage My Holiday Spending?
Learn tips to help you make sure your spending remains in check this holiday season.
How to Write Off Worthless Stock
f you are like most investors, you occasionally will pick a loser that declines in value. Sometimes, a security can even become worthless when the issuing company goes out of business. Can you write off a worthless stock?
Planning Priorities: Financial Planning for End of Year
Senior Associate Jarrett McKenzie, CFP®, CWS®, highlights some of the important year-end financial planning items that should be addressed before the chaos of the holidays begin.
Don’t Overlook the Other Estate Planning Documents
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
Three Regrets of Retirees
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1 Considering their most common regrets may help you avoid making the same mistakes. Not Saving Enough More than one-third of retirees wish they had…
In the News: Holding periods for capital assets
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why how long you hold an asset affects how much tax you’ll owe on the gain when you sell it.
The Checklist Every Small Business Owner Needs for New Hires
Growing your business to the point that you need to hire employees is exciting. It’s also rife with admin burdens that you don’t want to be unprepared for.
How do I talk to my elderly parents about their finances?
While it may be a difficult conversation, it’s important to talk with your elderly parents about their finances, in case you find yourself making critical decisions on their behalf in a moment of crisis.
Life Changing Events Can Impact Your Taxes
Throughout your life there will be certain significant occasions that will impact not only your day-to-day living but also your taxes.
Meet the Experts – Justin Wagner, AIF®
Client Relationship Manager for Retirement Services, Justin Wagner, AIF®, discusses the importance of fiduciary responsibility that comes with being a Registered Investment Adviser.