Considering a New Employment Opportunity
Despite the time and energy you spend evaluating, the hardest part is deciding whether to accept the job offer. We explain in this week’s Financial Tip.
With Women Living Longer, More Financial Planning may be Needed
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate, Shawna L. Theriault, CFP®, C.P.A., to discuss the issues women face in retirement given that they are likely to live longer and may earn less over the course of their careers.
Market Roundup: Dow Hits 22,000 During Mixed Week
Last week ended with a mixed bag of stock market performances. On Monday, the Dow Jones Industrial Average, the S&P 500 Index and the NASDAQ composite closed July as their best month since February. History was made again on Tuesday when the Dow burst through the 22,000 mark.
In the News: Profitable Businesses have an Opportunity to Optimize Tax Situation for 2017
In today’s Marietta Daily Journal: Per Bil Lako, CFP®, small businesses can make moves to minimize their tax situation for 2017.
Social Security and Medicare Trustees Reports: Financial Challenges Continue
Latest reports indicate both the Social Security and Medicare Trust Funds still face financial challenges. Read more in this week’s Insurance Tip.
Are You Ignoring the Household Employee Payroll Rules?
If you hire a domestic worker to provide services in your home, you may have a tax liability that you don’t know about. Read all about it in this week’s Tax Tip.
Kickstart Your College Fund with a 529 Plan
529 Plans are made specifically for college savings. You can contribute a lot, and there are tax benefits too! Learn more in this week’s Financial Tip.
Profitable Businesses Have an Opportunity to Optimize Taxes for 2017
Tax Manager Dan DiLuzio, C.P.A., joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to discuss some advice for a small business that is well ahead of its mid-year projections. He suggests some purchases and growth techniques that may be able to save the business tax dollars.
Market Roundup: Record Highs Result in Weekly Gains for the Dow Only
The stock indices kicked off the week with mixed moves, as the Dow Jones Industrial Average and S&P 500 Index ended in the red zone while the NASDAQ traded up to an all-time high. In the first of several housing data points released during the week, existing-home sales fell in June, though they are still up by 0.7% from year-ago levels.
In the News: Small Businesses can Tailor a Retirement Plan to their Needs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what small-business owners need to consider when developing a retirement plan. Read the Article