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.
Maintaining Your Financial Records: The Importance of Being Organized
If you tend to keep stuff because you “might need it someday,” your desk or home office is probably overflowing with nonessential documents. An important part of managing your personal finances is keeping your financial records organized.
35 Million: The Total Backlog of Tax Returns The IRS Had At The End Of Tax Season
Still waiting on your federal tax refund from the IRS? You’re not alone. The agency is facing a backlog of 35 million returns.
Is Cash King? Depends on Your Needs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but being reluctant to invest it with the stock market and real estate at all-time highs, and rates on fixed-income investments are as low as ever.
4 Common Signs of a Scam and How to Resist It
Regardless of your age or financial knowledge, you can be certain that criminals are hatching schemes to separate you from your money. We highlight four common practices that may help you identify a scam and avoid becoming a victim.