In the News: Is cash king? Depends on your needs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that it is very likely that many investors are sitting on a lot of cash. He explains what to do with it.
Customers Paying Late? How to Create Statements in QuickBooks
There are many ways to encourage delinquent customers to pay. QuickBooks Online’s statements may be effective for you.
Maintaining Your Financial Records: The Importance of Being Organized
If you tend to keep stuff because you “might need it someday,” your desk or home office is probably overflowing with nonessential documents. An important part of managing your personal finances is keeping your financial records organized.
35 Million: The Total Backlog of Tax Returns The IRS Had At The End Of Tax Season
Still waiting on your federal tax refund from the IRS? You’re not alone. The agency is facing a backlog of 35 million returns.
Is Cash King? Depends on Your Needs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but being reluctant to invest it with the stock market and real estate at all-time highs, and rates on fixed-income investments are as low as ever.
4 Common Signs of a Scam and How to Resist It
Regardless of your age or financial knowledge, you can be certain that criminals are hatching schemes to separate you from your money. We highlight four common practices that may help you identify a scam and avoid becoming a victim.
In the News: No single solution to maximize inherited IRAs
This week in the Marietta Daily Journal, Bil Lako CFP®, explains that when it comes to inherited IRAs, the solution that works for your family is very dependent on your long-term goals for the money, how much is in the IRA, at what age the original IRA owner dies, and the tax situation of the beneficiaries.
How Are Workers Preparing for Retirement?
According to the 2021 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI), retirement preparations vary quite a bit by age group.
Tax Rules for Home Flippers
Are you contemplating trying your hand at flipping? If so, keep in mind that you will have a silent partner, Uncle Sam, who will be waiting to take his share of any profits in taxes.
No Single Solution to Maximize Inherited IRAs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs.