Best Practices for Avoiding Cash Flow Problems With Your Business
If you had to make a list of some of the biggest issues that plague small business owners on a regular basis, cash flow problems would undoubtedly be right at the top.
Four Things Women Need to Know about Social Security
There’s no “right” answer for when to take Social Security. It’s an individual decision that must be based on many factors, including other sources of retirement income, your marital status, whether you plan to continue working, your life expectancy, and your tax picture.
Protection Against a Disability Derailing Your Plan
Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, join” Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies, and waiting periods before benefits begin.
Take Advantage of an Empty Nest
Bil Lako, CFP®, explains that once the children are on their own, empty nesters may have plenty of planning opportunities.
In the News: Alternative investments: enhanced risk with potential for enhanced rewards
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how for accredited investors, there are instances where he finds value in alternative assets like hedge funds, private equity, and private credit.
2023-2024 FAFSA Opened on October 1
The Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opened on October 1, 2022. Here are some things you should know.
Tax Relief for Victims of Hurricane Ian
The Federal government provides special tax law provisions to help taxpayers and businesses recover financially from the impact of a disaster. For those affected by Hurricane Ian, these provisions could allow taxpayers to get a faster tax refund for the disaster loss
Alternative Investments: Enhanced Risk with Potential for Enhanced Rewards
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to discuss alternative investment options, covering what type of investor they’re appropriate for and the risks involved, as well as the many different types of alternative investments.
In the News: Following the Ten Year Rule when Retiring in a Down Market
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can weather a recession during retirement.
Living with Your Parents: Should You Stay or Should You Go?
You’re an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. Not surprisingly, there are pluses and minuses to either option.