Natural Disaster Charity Volunteer Tax Breaks
If you volunteered for a charity in the aftermath of Hurricane Harvey or Irma, you may qualify for some tax breaks. Learn more in this week’s Tax Tip.
Taking Advantage of Employer-Sponsored Retirement Plans
If you can’t max out your 401(k), you should at least try to contribute up to the limit your employer will match. Learn why in this week’s Financial Tip.
Financial Issues When One Spouse Chooses to Retire Early
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss some of the issues married couples may run into when one spouse retires and the other spouse continues to work.
Market Roundup: Friday’s Rally Pushed Flat Week into Green Zone for Major Indices
Coming off a mixed jobs report from the previous Friday, the markets experienced directionless trading on Monday. By the closing bell, the major indices were firmly in the red. Reversing course, stocks closed Tuesday’s trading session with gains, as the Dow Jones Industrial Average hit a new record level.
In the News: When to Take Social Security Starts with Your Financial Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the decision to take Social Security comes back to your financial plan. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may…
Understanding Individual 401(k) Plans
In many cases, an individual 401(k) plan may offer a better combination of benefits than SEP or SIMPLE plans. Learn more in this week’s Business Tip.
Avoid Being Scammed by Fake Hurricane Charities
Check out your hurricane relief charities before you donate! Fraudsters will solicit on behalf of a fake charity. We explain in this special Tax Tip.
Hurricane Disaster Loss Tax Ramifications
If you were a victim of the recent hurricanes, you may be able to recoup some of your loss through a tax deduction. We explain in this week’s Tax Tip.
Managing Debt While Saving for Retirement
You just came into some money. Do you save for retirement or pay down debt? It’s a common quandary many face. Learn strategies in this week’s Financial Tip.
Social Security for Married Couples
This week, Principal Jennifer Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA, to discuss Social Security benefits for married couples, focusing on the decision of when to take benefits and how it should depend on when you need the money.