The taxability of your Social Security benefits depends on several issues including filing status and income. Additionally, the amount that is withheld from your Social Security benefits to pay for your Medicare premiums is similarly determined.
Investing without knowing what you’re trying to achieve is like trying to drive cross-country without a map or GPS. Your goals may change over time, but it’s easier to adjust your plan to those changes than it is to succeed when you don’t know what you’re working to accomplish.
You’d think as you mature, you’d be better able to handle your money. However, you can encounter pitfalls at any age! In this Money Talks Minute, Bil Lako, CFP®, warns you of the mistakes to avoid.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.
With nearly 100 provisions covering all types of retirement savings plans, the SECURE 2.0 Act actually had a few glitches. Congress has announced they will introduce legislation to correct “problematic language.”
Regardless of what stage you’re at—whether you’re just starting out or if you’re a savvy investor—in this episode of Planning Priorities, Managing Associate Melanie Wells, CFP®, will provide tips on becoming a more informed investor.
Many students hold a summer job during their time off from school. Here are some tax issues that should be considered when working a summer job.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence.
For June, our Research Analysts are keeping a close eye on market trend reversals, the Fed’s future actions for the Fed Funds Rate, and China’s economy dipping into bear market territory.