ETFs Are Gaining on Mutual Funds: Here’s Why
Exchange-traded funds have some attractive features that set them apart from mutual funds, including diversification, tax efficiency, and lower expenses.
Financial Planning and Medicare Premiums Go Hand in Hand
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.
Tax Season: The Most Wonderful Time of the Year
John Dickson, CPA, CFP®, CVA, from Henssler CPAs & Advisers, reminds you of the 2021 tax filing season deadlines and answers taxpayers’ most frequently asked question.
In the News: Pay attention to these rules when planning your 2022 RMDs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains four rules to watch out for when planning your 2022 required minimum distribution.
Investment Planning: The Basics
Don’t risk your financial future by not educating yourself about which investments may be able to help you pursue your financial goals.
Does a Tax Deduction and a Tax Credit Result in the Same Tax Benefit?
Taxpayers sometimes think “tax deductions” and “tax credits” are the same. While they both help lower your tax liability, there’s a distinct difference between them. We explain!
Pay Attention to These Rules When Planning Your 2022 RMDs
On January statements, custodians likely notified investors of their account balances as of Dec. 31 and provided a calculation of the RMD for the year. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and a Financial Planner to share four important rules to remember when planning your required minimum distributions.
In the News: Leaving Your Wealth to the IRS and a Headache to Your Heirs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why your heirs don’t want you to leave your IRA to your estate—intentionally or unintentionally!
Help Wanted: Why Can’t Businesses Find Enough Workers?
COVID-19 may have kicked off a severe labor shortage, but longer-term demographic trends are partly to blame for this highly unusual job market.
3 Tips to Help Ease the Burden of Tax Season
The IRS issued more than 125 million individual income tax refunds in 2020; the average amount was nearly $2,600. We cover 3 tips to make your tax season easier.