Is It Time to Review Your IRA Estate Planning Strategies?
The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.
In the News: Charitable giving using life insurance
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how using life insurance could significantly increase how much you donate to your favorite charity.
Employer’s Pension Startup Credit Substantially Increased
If you are considering establishing a qualified pension plan for your business, you may be entitled to the Credit for Small Employer Pension Startup Costs.
Four Ways You Can Improve Your Credit Report
We explain four things you can do to help you improve what’s on your credit report.
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.