Smart Estate Planning: Assets That Work Best for Your Heirs
Many of us have retirement or investment accounts, bank accounts, and insurance policies. These assets are highly desirable inheritances for your heirs because they are easy to value.
In the News: From treasure to burden: The challenges of inheriting material wealth
As seen in this week’s Marietta Daily Journal: Bil Lako explains why it’s best to talk to your heirs to see if they even want what you have—and if they don’t, consider getting rid of it before you die.
Market Measures: Beyond the Dow
Ever wonder what ‘the market is up/down’ really means? It’s often the Dow Jones Industrial Average or the S&P 500. But there are hundreds of indices! You can’t invest directly in them, but they’re great benchmarks for your portfolio.
Are You Spending Money to Keep Stuff You Don’t Need?
Did you know? More than 1 in 10 Americans lease a storage unit, with average prices around $165/month. Clearing out that space could create room in your budget for important financial goals.
From Treasure to Burden: The Challenges of Inheriting Material Wealth
Estate Planning Attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most problematic assets to leave to heirs and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive.
In the News: Navigating new rules: Roth IRA rollover options for unused 529 Plan funds
As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights your options if you have leftover funds in a 529 Plan—including the newest option of a Roth IRA rollover.
Housing Market Trends: Are They Helping or Hurting the Economy?
With home values hitting a record high of $389,800, housing affordability has dropped to its lowest since 1985. Are you feeling the housing squeeze?
Due Date Approaches for 2023 Federal Income Tax Returns
Tax season is upon us! If you haven’t started gathering your documents for your 2023 tax return, now’s the time. We provide more details on filing extensions and due dates in this tip!
Investing in Stocks and Mutual Funds
Research Analyst Nick Antonucci covers the intricacies of stock ownership, from your percentage stake to the potential benefits, including capital appreciation, and dividends.
Navigating New Rules: Roth IRA Rollover Options for Unused 529 Plan Funds
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan.