4 Reasons to Review Your Life Insurance Needs
When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected through life insurance.
A Map for Your Family
A letter of instruction could be just as important as a Will to help your heirs settle your estate and move forward with their lives.
Were You Affected by a Disaster Loss?
With the wildfires in the west, hurricanes, and flooding in the southeast and eastern seaboard, we have had several presidentially declared disaster areas this year. Taxpayers in disaster areas are eligible for a variety of tax benefits.
August 2021: 5 Things that Happened Affecting Small Business
As a business owner, you need to keep up with what is happening with both the government and pandemic and how it affects your business.
Company Stock and Your Retirement Strategy
Holding more than 10% to 15% of your assets in company stock could upend your retirement strategy if the stock suddenly declines in value.
Growing Retirement Funds Tax Free with a Mega Backdoor Roth IRA
Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high-income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.
In the News: Monthly payments from the IRS—Advance child tax credit
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you’ve had a baby in 2021, that you can still get Advance Child Tax Credit payments.
4 of the Most Common IRS Tax Problems
As bad as preparing taxes can be, it pales in comparison to the sinking sensation of receiving an IRS notification telling you that you’ve done something wrong.
The Joys and Financial Challenges of Parenthood
Parenthood can be both wonderfully rewarding and frighteningly challenging. You want to make sure that they are financially secure, but meeting expenses can be tough. Fortunately, you can take steps to prepare.
Student Loan Payment Pause Extended Through January 2022
There have been four student loan payment pauses since the start of the pandemic. The latest pause extends repayment obligations for federal student loan borrowers to January 31, 2022.