In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that just because you don’t have a tax problem because of the $11.21 million estate tax exclusion doesn’t mean you don’t have an estate plan problem. Read the Article
Where do you even start your retirement budget? Setting a retirement income goal is a good place. We offer four points to consider when setting your goal in this week’s Financial Tip.
You’re committed. You’re ready to do it. Let’s create a budget! Uh… where do you start? We have some tips for you in this week’s Financial Tip.
Today’s Marietta Daily Journal: Despite being a conservative investor, Bil Lako, CFP®, takes a look at the phenomenon that is Bitcoin. Read the Article
Even though retirement may be 10 years away, you still have your work cut out for you before the big day. Considering these points now will make the transition that much easier. We explain in this week’s Financial Tip.
They say, “less is more,” and sometimes in retirement, that is true. Downsizing can be a savvy financial move. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, shows the possible impact the Tax Cuts and Jobs Act could have on the tax treatment of alimony payments. Read the Article
Working in retirement to keep your mind active? Depending on your age, earnings from work may affect the amount of your Social Security benefit. We explain in this week’s Financial Tip.
Few life changes are more financially significant than a divorce. It is an emotional process, and unfortunately, emotions often lead to poor financial decisions. Assembling a team of experts to help prepare for financial changes before the divorce is final should allow you to weather this life change. Their experience and ability to be unemotional…
Troy Harmon, CFA, CVA, is joined by Managing Associates, Shawna Theriault, C.P.A., CFP®, CDFA®, and K.C. Smith, CFP®, to talk about how the the Tax Cuts and Jobs Act will affect the tax treatment of alimony payments for divorce and separation agreements executed after Dec. 31, 2018.