Last Year’s Last-Minute Tax Changes by Congress
Congress passed many tax changes that became effective in 2020, as well as extensions through 2020 of several tax provisions that had expired or were about to end.
Jan 2020 Market Minute: Geopolitical Tensions, Earnings Season, U.S. Economy
For the month of January, our Research Analysts are watching how geopolitical tensions, earnings season, and Fed action may affect the economy.
The Monetary Challenge of Combining Established Households
As a single investor, you have full control of your finances. You have the ability to control both the saving and spending. Your decisions are your own. When you get married, your financial future becomes a joint responsibility—in theory. Money issues are often the No. 1 problem that couples argue about. When you’re young, combining…
Tips for Targeting Your Retirement Savings Goal
If you’re saving as much as you can, but still feel that your retirement savings goal is out of reach, it may help to focus less on the big picture and more on the details.
The SECURE Act—Not All Bad News for Retirement Plans
In today’s Marietta Daily Journal, Bil Lako, CFP®, looks at some of the significant changes from the SECURE Act, which is being described as the biggest piece of legislation to affect retirement accounts since 2006.
The 1099-MISC Filing Date Is Just Around the Corner—Are You Ready?
If your business paid an independent contractor $600 or more in 2019, you need to file a 1099-MISC by January 31st. Failure to do so can result in a penalty.
Divorced, Separated, Married or Widowed This Year? Unpleasant Surprises May Await You at Tax Time
While these occasions can be stressful or ecstatic, there are some major tax complications involved.
Should I sign up for an identity theft protection service?
The term “identity theft protection service” can be misleading. Before you sign up, make sure you understand what service is provided.
The SECURE Act—Not All Bad News for Retirement Plans
The “Money Talks” experts take a deeper dive into the SECURE Act and how it affects businesses and individuals.
Key Retirement and Tax Numbers for 2020
We detail a few of the key adjustments for 2020 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.