Business Owners: Should You Consider a Wellness Program for Your Employees?
As a business owner, your people are a great investment. Consider keeping your employees healthy and happy with a wellness program. We explain in this week’s Business Tip.
In the News: Divorce is Becoming Less and Less Affordable
In today’s Marietta Daily Journal, Bil Lako, CFP®, shows the possible impact the Tax Cuts and Jobs Act could have on the tax treatment of alimony payments. Read the Article
Can receive Social Security retirement benefits while you’re still employed?
Working in retirement to keep your mind active? Depending on your age, earnings from work may affect the amount of your Social Security benefit. We explain in this week’s Financial Tip.
Financial Planning for Divorce
Few life changes are more financially significant than a divorce. It is an emotional process, and unfortunately, emotions often lead to poor financial decisions. Assembling a team of experts to help prepare for financial changes before the divorce is final should allow you to weather this life change. Their experience and ability to be unemotional…
Divorce is Becoming Less and Less Affordable
Troy Harmon, CFA, CVA, is joined by Managing Associates, Shawna Theriault, C.P.A., CFP®, CDFA®, and K.C. Smith, CFP®, to talk about how the the Tax Cuts and Jobs Act will affect the tax treatment of alimony payments for divorce and separation agreements executed after Dec. 31, 2018.
Market Roundup: Proposed Tariffs Weighed on an Already Red Week
The major U.S. indexes were uniformly strong on Monday, carrying over Friday’s bullishness into the new week. The Dow Jones Industrial Average added as much as 400 points during the day, while the S&P 500 and the NASDAQ both benefited from a rally in Technology sector stocks. Indices traded into the red zone on Tuesday with stocks dipping on a variety of economic news.
Tax Cuts and Jobs Act Promises Big Changes for Businesses
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how the corporate tax cuts in the Tax Cuts and Jobs Act may affect the economy. Read the Article
Market Update for March 2018
Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, recap earnings season, discuss the Fed’s recent moves, inflation and housing data in this market update for March 2018.
How Small Businesses Write Off Equipment Purchases
Small businesses have several options for deducting the purchase of equipment on their taxes. Which one do you choose? Depends on how big of a deduction is needed, and when. We explain in this week’s Business Tip.
Settling an Estate: Executors Inherit Important Title
Settling an estate can be a difficult and time-consuming job that could take several months to more than a year to complete. Learn all about it in this Estate Planning Tip.