Managing Associate, D.J. Barker, CWS®, Senior Associate, Jarrett McKenzie, CWS®, CFP®, and Director of Research Troy Harmon, CFA, CVA, delve into a common situation among retirees—the transition from accumulation to distribution. They discuss how important the plan is when it comes to finally withdrawing your retirement savings.
The markets kicked off the week closing in the green zone on Monday, posting their biggest gains since the start of March. In other news, the U.S. Consumer Price Index fell 0.3% for March, after dipping 0.1% in February.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts.
Startups cost money to get the business going. Lucky for entrepreneurs, there are ways to save! Learn more in this week’s Business Tip.
Medigap policies are designed to cover costs not paid by Medicare, but do you need it? Not all do. Learn more in this week’s Insurance Tip.
Fraudsters will tug on your heartstrings, soliciting on behalf of bogus charities. Check before you donate. Read more in this week’s Tax Tip.
If you’re one of the 70% of taxpayers receiving a refund, we have some tips to make your refund twice as valuable. Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at owning investment property and owning shares of a REIT.
Owner-operator truckers have a tax situation necessitating special reporting requirements in addition to tax returns. We explain in this week’s Business Tip.
In 2017, small employers have the option of offering a “qualified small-employer Health Reimbursement Arrangement.” Learn more in this week’s Insurance Tip.