Discover the essential strategies to minimize your tax liability and take control of your financial future as the year comes to a close. Get ready to navigate the year-end tax maze with confidence and secure your financial well-being with these tax tips!
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who may have less than they think in their retirement accounts because they contain all pre-tax funds.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you should consult a financial adviser and CPA for guidance on managing your non-spousal inherited IRA effectively. The wrong move could impact your taxes, potentially pushing you into a higher bracket.
Every small- and mid-sized business owner should plan ahead so that the transfer of both the leadership and ownership of their businesses will be smooth, whether their exit is a sudden change or a planned departure occurs.
The electric vehicle revolution is well underway, with an increasing number of drivers switching to eco-friendly options. However, as EVs become more common, states are implementing taxes and regulations on charging stations.
For October, our Research Analysts are focusing on the surging bond yields that are threatening hopes for an economic soft landing, third quarter earnings, and the potential cooling of the labor market.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide advice to investors who are dealing with multiple inherited IRA required minimum distributions, governed by different tax rules.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while insurance provides a stable foundation for building your financial plan, the amount of coverage is a balance between your budget and risk management.
When fuel costs are high, businesses must decide whether to absorb them or pass them on to consumers, which could reignite inflation across the economy.
Tax policy and the future of the U.S. tax code is expected to take center stage during the 2024 Presidential election debates. The expiring Tax Cuts and Jobs Act (TCJA) regulations and the growing deficits and national debt are among the topics.