As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investing isn’t just about outperforming benchmarks—it’s about aligning your financial decisions with your goals, and how a comprehensive financial plan can help you achieve long-term success.
The Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting requirements are facing legal and legislative challenges, leaving the filing deadlines uncertain. Find out what’s happening, what it means for your business, and how you can prepare for potential changes.
Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that impact contribution limits for retirement plans, as well as various tax deductions, exclusions, exemptions, and thresholds. We look at some of the key adjustments for 2025.
Stay ahead of the game with our handy 2025 Annual Limits Relating to Financial Planning—your go-to resource for all the key numbers and annual limits that impact your financial strategy. This comprehensive PDF includes updated tax brackets, retirement contribution limits, Social Security figures, gifting exclusions, and more.
“Money Talks,” hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores the FIRE movement—Financial Independence, Retire Early. But is this ultra-frugal lifestyle sustainable, or does it come at too high a cost?
Issuing 1099s might not be glamorous, but it’s essential for small business compliance. Learn the rules and how we can help you stay on track.
Divorce or separation brings many challenges, including deciding who gets to claim the kids on their taxes. From custodial parent rules to Form 8332 and tax credits, understanding the IRS guidelines is key to maximizing benefits and avoiding mistakes
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age.
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that retirement isn’t just about saving enough money or choosing the right investments—it’s about redefining your purpose and navigating life’s new dynamics.