Fall Tax Planning May Be Wise
Opportunities for tax planning are available for all income levels but waiting too late in the year may not give you the time needed to take advantage of some of these strategies.
Life Insurance Policies Are Being Sold to Private-Equity Firms
Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments.
8 Essential QuickBooks Online Tips
There are always tips and tricks to learn about the applications we use every day. Here are 8 tips for expanding your use of QuickBooks Online.
Women Face Challenges in a Post-Pandemic World
Research shows that the pandemic’s impacts on women have been far-reaching and potentially long-lasting. Now that the U.S. economy is picking up steam, it may be more important than ever for women to re-examine their retirement planning strategies.
Restricted Stock Creates a Need for Financial and Tax Planning
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor’s situation in planning for his compensation of Restricted Stock Units.
Your Exit Planning Team
In this “Money Talks Minute,” K.C. Smith, CFP®, CEPA, provides a list of experts that you may need to consult when selling your business.
In the News: Managing portfolio risk with financial planning in retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can manage their risk by having a financial plan in retirement.
The Art of Running a Successful Family Business: Breaking Things Down
Family businesses often fail just the same as others do. If you truly want to make sure that yours gets off on the right foot, we provide a few key things to keep in mind.
4 Fundamental Concepts for New Investors
Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions.
October Extended Due Date Just Around the Corner
If you could not complete your 2020 tax return by May 17 and are now on extension, that extension expires on October 15, 2021.