The Federal Reserve’s Key Meeting Dates in 2024
The Federal Reserve’s interest rate decisions shape the economy, and the FOMC meetings could influence your borrowing and investing choices in 2024.
Unlocking Tax Savings: Strategies for Self-Employed Individuals
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to provide some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take.
In the News: Reverse mortgages: Making informed decisions on home equity
As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses some of the drawbacks to reverse mortgages—a product aimed at seniors that allows them to tap their home equity.
Common IRS Audit Triggers for Small Businesses: How to Avoid Them
Small business owners, fear not! Understanding IRS audit triggers is the key to staying audit-free. Stay ahead, stay compliant, and ensure your business thrives without the audit anxiety.
Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
With wildfires, hurricanes, and heatwaves, the U.S. faced a surge in billion-dollar weather disasters. Now, homeowners are grappling with rising insurance costs, coverage restrictions, and policy nonrenewals. Learn how to navigate nonrenewals, engage with insurers, and secure your home.
Why You shouldn’t Invest Emotionally
Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.
Reverse Mortgages: Making Informed Decisions on Home Equity
Managing Associate K.C. Smith, CFP®, CEPA, Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward.
2024 Annual Limits Relating to Financial Planning
Unlock financial clarity with our 2024 Annual Limits Relating to Financial Planning quick reference sheet! Your comprehensive guide to the numbers that matter.
In the News: Retire smart: The debate on mortgage payoff and its impact on cash flow
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores if you should pay off your mortgage before retirement. He offers tips on maximizing your financial strategy that will allow you to sleep well at night!
Don’t Forget About Credit When Planning for Retirement
Planning for retirement? Don’t overlook the role of credit in your golden years! Whether it’s a second home, a loan for unexpected expenses, or better terms on credit cards, maintaining a healthy credit score matters.