Balancing Work and Family
Balancing work and family is a personal endeavor—there is no magic formula. You’ll need to make choices along the way that align with what’s important to you.
Balancing work and family is a personal endeavor—there is no magic formula. You’ll need to make choices along the way that align with what’s important to you.
The benefits of turning your home into a rental include cash income, tax write-offs, and most of all, long- term appreciation of the property. Before you place the “For Rent” sign, consider the tax consequences.
We’re watching earnings season results, how high inflation might get, and the yield curve inversion that typically indicates a recession is on its way.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains when and how to apply for long-term care insurance benefits to help you and your family when a long-term care event happens
Russia and Ukraine account for only about 2% of global gross domestic product, but high energy prices and supply shocks caused by the war could have a far-reaching impact on a global economy that has not fully recovered from the pandemic.
If you sell an asset you purchased, you will likely have to pay taxes on the gain. However, if you sell an asset you inherited, any gain may receive a beneficial tax treatment.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits.
Instead of test-driving your retirement plan in your 50s, imagine you’re starting over with about of the assets. If this hits close to home, you’re not alone. Your first steps should be reestablishing your emergency fund and understanding your new cash flow.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the significance of the recent yield curve inversion and what investors should do.
You have goals that you’ve set for your business. You need to make sure that you’re financially in a position to do that, and business budgeting is how you do it.