Getting Married and Related Tax Issues
If you postponed your “I Do’s” in 2020, and are recently married in 2021, here is a checklist of “to do’s” to help you make some important tax decisions.
Retirement Liquidity: Bonds or Dividends?
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy.
In the News: Roth IRA conversions seem straightforward, but devil in the details
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while Roth conversions are a very useful strategy, whether it is a good decision for you is very dependent on your situation.
Insuring Your Vacation Home
Most homeowners insurance policies provide limited coverage for personal property at an additional residence. However, if your coverage needs for your vacation home exceed this amount, you’re going to want to fill this gap by purchasing a policy that will cover your vacation home in its entirety.
Mid-Year Is a Good Time for a Financial Checkup
As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year.
New Global Tax Accord Takes Shape
132 countries that represent more than 90% of worldwide gross domestic product recently agreed to reform international tax laws to “ensure that multinational enterprises pay a fair share of tax wherever they operate.”
What Inflation Means for Your Retirement
In our latest episode of Planning Priorities, Managing Associate K.C. Smith, CFP®, CEPA, explains how rising prices can affect those living on a fixed income in retirement and what it means for those who are seeking to retires in the next few years.
Roth IRA Conversion Seems Straightforward, but Devil is in the Details
Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, joined by Chief Investment Officer Troy Harmon, CFA, CVA, examine the situation of a senior investor who wants to manage future taxes on her investments by converting a portion of her retirement funds to a Roth IRA.
In the News: Is cash king? Depends on your needs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that it is very likely that many investors are sitting on a lot of cash. He explains what to do with it.
Customers Paying Late? How to Create Statements in QuickBooks
There are many ways to encourage delinquent customers to pay. QuickBooks Online’s statements may be effective for you.