In the News: Managing RMDs When You Don’t Need It to Pay for Living Expenses
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what you can do with your IRA required minimum distribution if you don’t need the funds to live on.
Time to Hire? Consider the Pros and Costs
It’s exciting to discover an opportunity to expand the size or scope of your business, and sometimes more workers are needed to make that happen. In the fourth quarter of 2017, 32% of small-business owners said they intend to increase the number of jobs in their companies over the next 12 months.1 How do you…
How can I save money on my cell phone plan?
You can’t live without your cell phone, but you don’t like the steep price of your plan. Consider these tips to save money on your cell phone plan: Review your monthly bill. Aligning what you’re paying for with what you’re actually using can go a long way in saving money on your plan. Look at…
Has Tax Reform Taken Away Your Home Mortgage Interest Deduction?
To fully understand the impact of the law changes, we need to compare the prior tax law to the new tax reform. Under prior law, a taxpayer could deduct the interest he or she paid on up to $1 million of acquisition debt and $100,000 of equity debt secured by the taxpayer’s primary home and/or…
Buying and Selling: Trading Basics
The New York Stock Exchange Group averaged more than 5.7 million trades per day in 2017, with an average of almost 1.5 billion shares changing hands.1 Many of these trades are more complex than most investors need to consider, but it may be helpful to understand some basic terms and types of trades. Bid and…
Market Roundup: Green Week as Markets Hit Bull Market Record
Stocks posted gains on Monday despite news that consumer confidence is on the wane. In a preliminary reading for August, the University of Michigan Consumer Sentiment Survey slipped to 95.3 from 97.9 in July. With second-quarter earnings season mostly in the rearview mirror, the major U.S. equity indices spent the day’s session in the green. However…
Managing RMDs When You Don’t Need it to Pay for Living Expenses
Senior Managing Associate and Principal Jennifer J. Thomas, CFP® and Tax Consultant Jessie Thomas, C.P.A. join Chief Investment Officer Troy Harmon, CFA, CVA for a discussion on planning for the first required minimum distribution from tax deferred retirement accounts at age 70 ½.
Cybersecurity 102
Nothing is 100% safe—and the sooner you understand that when it comes to all things on the Internet, the safer you’ll be.
In the News: Carefully Consider Your Expenses Before Overborrowing for College
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the trend of college students overborrowing on student loans to cover lifestyle costs beyond tuition and education expenses. The numbers are shocking! Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…
10 Mistakes Most Small Business Owners Miss When Starting Out
Unfortunately, it’s also easy to overlook some important details and steps when you’re starting a small business.