As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains strategies for high-net-worth individuals can navigate changing estate tax exemptions using life insurance.
The Tax Relief for American Families and Workers Act of 2024, recently passed by the House, could bring significant changes for parents and businesses. Highlights include potential increases to the child tax credit and accelerated business expense deductions. Stay tuned as the bill moves to the Senate!
Planning your IRA beneficiary is crucial! Ensure your assets go where you intend them to. Periodically review your IRA beneficiaries to align with changing circumstances.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the generous estate tax exemption limits expire and revert to 2017 levels.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that parents often want to help their children, but dipping into retirement accounts for student loans may not be the best move.
Celebrating Women’s History Month by honoring trailblazers in finance! Learn about the women who shattered glass ceilings and paved the way for future generations in investing, banking, and economics.
The U.S. Department of Labor issues new rule on employee vs. independent contractor classification! Effective March 11, 2024, the six-factor test replaces the 2021 rule.
Your retirement plan shouldn’t be set-and-forget. Learn the importance of rebalancing in your employer-sponsored retirement plans with Justin Wagner, Client Relationship Manager – Retirement Services, in this episode of Planning Priorities.
Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans.
For March, our Research Analysts are closely watching if the A.I. trend will continue to dominate the market; fears that inflation may not be tamed, and how banks will fare with the Fed ending the Bank Term Loan program.