Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds have set coupons and maturities, while funds pay distributions based on market conditions. Understanding these nuances can help you make informed investment decisions.
Beware of These Life Insurance Beneficiary Mistakes
Planning your life insurance beneficiaries? Watch out for these traps: not naming one, having it paid to your estate, naming a minor, or disqualifying a beneficiary from government assistance. Learn how to avoid unintended consequences
Understanding the Economy’s Contradictory Trends
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K. C. Smith, CFP®, CEPA, to cover the conflicting signals in the economy, with indicators like an inverted yield curve suggesting a recession while other factors point to growth.
In the News: Death, taxes, and paperwork: Filing a final tax return
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were married, you’d would still file married filing jointly for the year your spouse died. However, you may also need to file an estate return and consider updating your own estate plan.
There’s Still Time to Contribute to an IRA for 2023
You have until your tax return due date, excluding extensions, to contribute up to $6,500 for 2023 ($7,500 if you were age 50 or older on December 31, 2023) to all IRAs combined. For most taxpayers, the contribution deadline for 2023 is April 15, 2024.
Why Family Businesses Should Have Succession Plans
Succession planning isn’t just for TV dramas. In real life, it’s crucial for family businesses to ensure a smooth transition of ownership and leadership. Learn why it’s essential and how to start planning for your business’s future.
Death, Taxes, and Paperwork: Filing a Final Tax Return
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, CPA, Tax Manager with Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.
In the News: 401(k) investing: Finding balance between active engagement and passive management
As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks at two extreme ways to manage your 401(k) investments. He provides advice for keeping your asset allocation in line.
Are You Taking Advantage of Your Employer’s Fringe Benefits?
Did you know your employer might offer tax-free fringe benefits? From health benefits to education assistance, there are perks beyond your paycheck.
Major Tax Sunset on the Horizon
Wondering about the future of tax laws post-2025? With expiring provisions from the Tax Cuts & Jobs Act and pandemic-related changes, uncertainty looms. Stay informed to navigate potential impacts on estate and income tax planning.