Above-the-Line Education Tax Deduction Reinstated
Taxpayers now have a couple of optional tax benefits for post-secondary education expenses, and the rules related to each are different.
2020 Annual Limits Relating to Financial Planning
Every number you may need! Download our 2020 Annual Limits Relating to Financial Planning quick reference sheet, download it here!
Charitable Giving Using Life Insurance
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
There’s Still Time to Contribute to an IRA for 2019
Have you made your 2019 IRA Contribution yet? You still have time.
Planning Priorities: Targeting Your Retirement Savings Goal
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, provides some tips and tricks to staying on track to reach your retirement goal.
In the News: Follow The Money
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.
The Difference Between an Audit, a Review, and a Compilation
If you’re considering investing in an organization or lending it money, you will likely need to get an audit, review, or compilation.
How To Calculate Your Net Worth
Two people may have the same annual income, but very different net worth.
Congress Allowing Higher Medical Deductions for 2019 and 2020
With the passage of the Appropriations Act of 2020, more taxpayers may qualify for medical deductions.
Feb 2020 Market Minute: COVID-19, Yield Curves, and Fed Tapering Liquidity
For February, our Research Analysts are keeping an eye on the coronavirus, yield curve reports, and the Fed tapering liquidity.