401(k) Withdrawals: Beware the Penalty Tax
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.
Want to Make an IRA Contribution for Last Year? You Still Have Time
Still want to contribute to your IRA for 2016? You have until April 18, 2017 to do so. Read all about it in this week’s Financial Tip.
Case Study: Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
Troy Harmon, CFA, CVA, K.C. Smith, CFP®, and Jarrett McKenzie, CFP®, CWS®, discuss a situation of an investor who decided to invest in a “Trump Portfolio” without consulting his financial adviser. They cover the excessive fees the investor paid and how he inadvertently put himself at risk because his investment created an overexposure in several holdings.
Federal Student Loans for College: Comparison Table
Confused about different types of student loans? We break it down in an easy comparison chart! Learn more in this week’s Financial Tip.
Integrating Employee and Retirement Benefits When You Marry
Your change in marital status can also alter the benefits you receive from your employer. We explain in this week’s Financial Tip.
Case Study: Breaking Down the Business Model Behind Financial Advice
Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, build off of last week’s discussion reviewing the difference in fees between the broker-dealer and Registered Investment Adviser business models. They cover the services provided and how you can compare the two when shopping for a financial services solution.
What's the Difference Between a Direct and Indirect Rollover?
If you leave your employer, you can roll over your 401(k). How you do it may have tax consequences. We explain in this week’s Financial Tip.
Case Study: Should an Investor’s Goal be to Beat the Market?
Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.
Digital Deception: Current Trends in Cybercrime
Cybercrime poses a real threat to your finances. Know where you’re vulnerable and how to protect yourself in this week’s Financial Tip.
Actively managed 401(k)s can help avoid skewed allocations
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.