SECURE 2.0: Big Impacts for Small Businesses
As a small-business owner, one of the best benefits you can provide employees is an employer-sponsored retirement plan. The SECURE 2.0 Act makes providing a retirement plan for your employees easier.
The Changing Landscape of Financial Aid: What Students and Parents Need to Know
Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover some of the upcoming changes parents and students can expect to see on the Free Application for Federal Student Aid this fall when they apply for the 2024-2025 school year.
In the News: Unlocking the charitable potential of an unexpected windfall
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares some better options than just writing a check when donating a significant amount to charity.
The Retirement Income Gender Gap: Dealing with a Shortfall
As a woman, if you find yourself facing a retirement shortfall, the best solution will depend on several factors, including the severity of your projected deficit, how long you have before retirement, and how long your retirement may last.
Debt-to-Income Ratio
In this Money Talks Minute, Bil Lako, CFP®, explains how evaluate the money you have coming in compared to your obligations.
Why You Should Be Using Tags in QuickBooks Online, and How to Create Them
Classes and categories have their place in QuickBooks Online transactions. Tags add another way to track your financial data.
Financial Planning and Giving: Unlocking the Potential of an Unexpected Windfall
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy.
In the News: When emergency strikes, should you tap into your 401(k)?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that when the situation is dire, a 401(k) loan may be the better option vs. a hardship withdrawal.
Financial Planning: Helping You See the Big Picture
Have goals like saving for retirement, saving for college, establishing an emergency fund, providing for your family, or minimizing taxes? These can all be accomplished through financial planning.
Worried About Getting Audited? Here’s What You Need to Know About Your Chances
The IRS is expected to receive approximately $80 billion in funding between now and 2031, much of which will likely be used to increase audits in the near future.