Distributions from Traditional IRAs: Prior to Age 59½
IRAs were meant to fund your retirement, so the IRS penalizes you if you withdraw from your account prior to age 59½. Learn the details in this week’s Financial Tip.
Creating a Philanthropic Legacy with an Income Stream for You
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.
Market Roundup: Indices Close Week Flat to Lower on Trade Fears
The U.S. Markets started out the week on a mixed note on continuing trade tensions between the U.S. and China. The Dow Jones Industrial Average and S&P 500 Index shed some points while the NASDAQ Composite ended fractionally positive. West Texas Intermediate crude oil increased, settling at $65.85 a barrel, and Energy stocks stepped up as a result.
QuickBooks Tip: Customizing QuickBooks’ Forms
You might just think invoices are so you can get paid, but your accounting forms also contribute to your business’s image. We explain how you can personalize them in this QuickBooks Tip.
The Fees You’re Paying
Henssler Research Analyst Nick Antonucci, CVA, explores some of the fees that investors may not know they are paying when they have their investments managed.
Navigating group health coverage options
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the may options of group health care coverage. Recent graduates who are accepting jobs might think that they’ve got an easy ride since their new employer offers a group health plan. Truth is, navigating the options in group health plans can be complicated.
What are Dividends?
When investors think of stocks, they often think of them increasing or decreasing in price. However, some companies share their earnings with shareholders in the form of dividends. Read all about it in this week’s Question of the Week.
Tax Reform Changes How Alimony Is Treated
Divorce in your future? Tax reform changed a lot of things, including how alimony is treated on your income tax return. Learn more in this week’s Tax Tip.
Managing Money When You Marry: Financial Tips for Newlyweds
Love & Marriage: it starts with mapping out your financial future together. Being on the same page is a step to making it a partnership that will last! We explain in this week’s Financial Tip.
Planning Priorities: HSAs—Triple the Benefit, Triple the Fun
Senior Associate Jarrett McKenzie, CFP®, CWS®, discusses the tax benefits health savings accounts provide when saving money for health care costs.