Managing Associate K.C. Smith, CFP® and Senior Associate, Jarrett McKenzie, CFP®, CWS® explore the situation of a couple who are directing their investments into mutual funds. The experts discuss the benefits of mutual fund diversification, the fees associated with owning shares and some issues to watch out for.
If you have to help your parents manage their finances in the future, first you’ll need the legal authority to do so. We explain in this week’s Financial Tip.
Shawna Theriault, CFP®, C.P.A. and Jennifer Thomas, CFP®, discuss the options available for meaningful charitable giving, including establishing charitable trusts, family foundations and donor advised funds.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should stay the course, given the uncertainty ahead. Read the Article
Baby boomers who are behind in their retirement savings can grow their nest eggs with catch-up contributions. Learn more in this week’s Financial Tip.
Dementia affects more than 2.4 million Americans. Memory loss should be considered when planning for retirement. Learn more in this week’s Financial Tip.
At 701/2 , investors may be in a position of having more income than their spending. We explain what to do in this week’s Marietta Daily Journal. Read the Article
High-income earners can still fund a Roth IRA because there are no income limits for traditional IRA conversions. We explain in this week’s Tax Tip.
For 2017, income limits increased for determining traditional IRA deductible contributions and Roth IRA eligibility. We explain in this week’s Financial Tip.