In the News: Three ways the SECURE Acts significantly changed required minimum distributions
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how the rules surrounding required minimum distributions have changed recently.
The Debt Ceiling and Deficit Spending
Treasury Secretary Janet Yellen projects the latest debt ceiling extension will last until early June; however, the Congressional Budget Office cautions that if April tax revenues fall short of its projections, the Treasury could run out of funds earlier.
Three Ways the SECURE Acts Significantly Changed Required Minimum Distributions
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Michael Griffin, CFP®, to address the three significant ways the SECURE Acts have affected required minimum distributions.
The Sandwich Generation
If you find yourself torn between providing care for your parents and raising your own children, you are considered part of the Sandwich Generation. We provide some tips for those stuck in the middle.
In the News: Retirement savings should not be left on autopilot
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that even if you were auto enrolled in your 401(k), It is still your responsibility to increase your contributions, select appropriate and diversified investments, and take advantage of Roth options if available.
Could Your Living Situation Change as You Grow Older?
Planning for the consequences of aging in general, and long-term care in particular, will depend on your preferences and circumstances. We look at some of your living options when you need care.
Retirement Savings Should Not be Left on Autopilot
Chief Investment Officer Troy Harmon, CFA, CVA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, deal with an investor who set his 401(k) and forgot about it for 13 years!
In the News: Financial moves to minimize taxes; you need to consider all aspects
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a couple should consider a Roth conversion on a year-to-year basis as there are many moving parts to this financial move.
Health Insurance Made Simple
The cost of medical care is soaring higher every year, and it’s becoming increasingly difficult (and in some cases, impossible) to pay medical costs out of pocket. Whether you already have health insurance or want to get it, here’s some basic information to help you understand it.
Will the Recently Passed Pension Legislation Affect You?
The Consolidated Appropriations Act, 2023, included the SECURE 2.0 Act that can significantly impact and augment your retirement planning strategies. Some provisions apply to individuals while others benefit businesses. We look at the most significant provisions.