Is a High-Deductible Health Plan Right for You?
While preferred provider organization health insurance is most common, high deductible health plans are gaining popularity. We explain how to compare the two.
Net Price Calculators Help Gauge College Affordability
Fall is the time when many high school seniors narrow their college lists and start applying to colleges. To help answer “how much does college cost?” you can use a net price calculator, which is available on every college website.
Fall Tax Planning May Be Wise
Opportunities for tax planning are available for all income levels but waiting too late in the year may not give you the time needed to take advantage of some of these strategies.
Life Insurance Policies Are Being Sold to Private-Equity Firms
Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments.
8 Essential QuickBooks Online Tips
There are always tips and tricks to learn about the applications we use every day. Here are 8 tips for expanding your use of QuickBooks Online.
Women Face Challenges in a Post-Pandemic World
Research shows that the pandemic’s impacts on women have been far-reaching and potentially long-lasting. Now that the U.S. economy is picking up steam, it may be more important than ever for women to re-examine their retirement planning strategies.
Filing as Married Separate? Better Read This.
While most married couples choose to file a joint return, there are reasons a couple may choose to file separately. However, Congress carefully writes the tax laws to eliminate tax breaks for those filing MFS and can make filing very complicated.
Restricted Stock Creates a Need for Financial and Tax Planning
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor’s situation in planning for his compensation of Restricted Stock Units.
Your Exit Planning Team
In this “Money Talks Minute,” K.C. Smith, CFP®, CEPA, provides a list of experts that you may need to consult when selling your business.
In the News: Managing portfolio risk with financial planning in retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can manage their risk by having a financial plan in retirement.