Big news for college savings and retirement planning! Starting in 2024, you can roll over extra funds from a 529 plan into a Roth IRA for the same beneficiary. Compare the key features of these two tax-advantaged accounts to see which might be best for your family’s future.
Many states have applied for or have received optional early funding to jumpstart their home energy rebate programs. Rebates are expected to be available in some states starting in 2024.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them.
Ever wonder where all your money goes? Small daily habits, like a coffee or quick snack, add up more than you think! Managing Associate D.J. Barker, CWS®, dives into how little expenses can snowball over time and explores the true cost of our daily indulgences.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial planning is both an art and a science. Don’t just rely on assumptions—consult a pro to tailor your plan to your unique goals and risk tolerance.
Dive into the complexities of Medicaid waiver payments, a crucial lifeline for caregivers in the U.S. Learn about their tax implications, relationship with the Earned Income Tax Credit (EITC), and proper reporting methods. Maximize your benefits and ensure compliance with IRS guidelines.
Learn the basics of Social Security benefits. Understanding full retirement age, claiming options, spousal benefits, and more can make a big difference in your financial future!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how to manage hefty retirement funds and minimize tax burdens with smart strategies like Roth conversions.
Inheriting vs. Gifting: What’s the better tax move for a home? Discover the tax implications and key considerations when deciding whether to receive a home as a gift or as an inheritance.