In this episode of our Small Business Minute, Research Analyst Nick Antonucci, CVA, CEPA, discusses buy/sell agreements and how it can protect both the business and business owners should something happen to an owner and his or her interest in the company need to be sold.
The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.
The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how using life insurance could significantly increase how much you donate to your favorite charity.
If you are considering establishing a qualified pension plan for your business, you may be entitled to the Credit for Small Employer Pension Startup Costs.
We explain four things you can do to help you improve what’s on your credit report.
Taxpayers now have a couple of optional tax benefits for post-secondary education expenses, and the rules related to each are different.
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
Have you made your 2019 IRA Contribution yet? You still have time.
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, provides some tips and tricks to staying on track to reach your retirement goal.