401(k) Investing: Participation is Step One; Allocation is Step Two
While the Department of Labor and employers have made participating in your company’s 401(k) plan, as an investor, you’re still left with the daunting task of asset allocation.
Sold or Thinking of Selling Your Home?
If you sold your home this year or are thinking about selling it, there are many tax-related issues that could apply to that sale. We cover some important points to consider in this week’s Tax Tip.
In the News: Mid-year: evaluate where you are, but don’t lose sight of the future
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how mid-year is a good time to evaluate where you are and look for moves that may make sense for your situation; however, keep the current market conditions in mind and don’t lose sight of your overarching plan.
Small Businesses Can Benefit from the Work Opportunity Tax Credit
Small-business owners: If you’re looking to hire, consider looking at your state workforce agency, 10 targeted groups, for your next employee. You may be eligible for the Work Opportunity Tax Credit (WOTC), up to $2,500.
Diversifying Your Portfolio with International Flair
Investing internationally provides access to growth opportunities outside the United States, which may boost returns and/or enhance diversification in your portfolio.
Mid-Year: Evaluate Where You Are, but Don’t Lose Sight of the Future
Managing Associate K.C. Smith, CFP®, CEPA, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.
In the News: The Future is Still Bright, Despite Volatility
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how creating a plan, following the Ten Year Rule, and then making only tactical allocation decisions throughout the years allows the investor to remove the emotion out of buy and sell decisions.
Merging Your Money When You Marry
When two become one, you need to communicate clearly because the financial decisions that you make now can have a lasting impact on your future.
Life Insurance Living Benefits
Life insurance policies may include provisions that allow you to access some or all of the death benefit while you are living, which may benefit your family if you have a terminal, chronic or critical illness.
History May Seem Rosy, but Future is Still Bright, Despite Volatility
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and a Financial Planner team up to discuss what investors should and shouldn’t do in volatile markets like we are currently seeing.