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.
It’s important to keep in mind that the most dangerous battle against inflation seems to have been won. The issue now is that there has been upward movement during the first three months of 2024.
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 a strategy for retirees allowing them to generate tax-free income from their Roth IRA.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how retirement planning is more than just saving for a nest egg. He highlights common pitfalls that could derail your retirement dreams.
The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.