In the News: Exploring the exceptions: Early IRA withdrawals without penalty
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the exceptions to early withdrawals from your IRA if you are younger than age 59 ½.
Why Quality Bookkeeping Matters
As a business owner, you probably dread the paperwork. However, up-to-date records can help shed more visibility into the parts of your business that are working and, more importantly, which ones aren’t.
The Tax-Filing Deadline Is Drawing Near
As a reminder, April 18, 2023 is the due date to either file a return and pay the taxes owed or file for an automatic extension—but remember, you still must pay an estimate of the taxes owed!
In the News: Caught in the middle: navigating the challenges of the sandwich generation
As seen in the Marietta Daily Journal , Bil Lako, CFP®, explains that the Sandwich Generation—individuals sandwiched between the responsibilities for their children and their parents—could experience significant financial consequences, both out-of-pocket costs and long-term retirement security.
Social Security Offers Benefits from Birth Through Old Age
You may think of Social Security as just something for retired people. However, Social Security is with you throughout your entire life. We explain more!
Commonly Asked Tax Questions
Even if you have someone prepare your tax return for you, you should still understand the basic terms and concepts related to tax terminology. We define the key terms and answer some of the frequently asked questions!
Caught in the Middle: Navigating the Challenges of the Sandwich Generation
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, to provide advice to an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order.
In the News: Be aware of the pros and cons of owning rental properties
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while rental profits are considered passive income, being a landlord is not a passive activity; it is a job.
The Benefits of Tax-Advantaged Savings Vehicles
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the investment.
Be Aware of the Pros and Cons of Owning Rental Properties
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CWS®, discuss a retired investor who wants to generate rental income by renting multiple homes. They examine issues with becoming a landlord and some of the financial aspects he should consider.