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.
Leaving Your Wealth to the IRS and a Headache to Your Heirs
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Giuliana Barbagelata, CFP®, discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate.
Making Resolutions that Stick
It’s not too late to start a New Year’s resolution. In this Money Talks Minute, Bil Lako, CFP® provides some financial resolutions that don’t require a lot of time or energy but can position you well for the New Year.
In the News: Cost Basis: Simple Definition, Complicated Calculations
As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes time to explain why keeping track of your cost basis is so important—it can radically affect what you may pay in taxes!
How to Automate Email Reminders for Overdue Customers
How do you get customers to pay by the due date, or at least not long after? QuickBooks Online offers another tool for accelerating incoming payments: automated reminders.