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.
The major U.S. indexes were uniformly strong on Monday, carrying over Friday’s bullishness into the new week. The Dow Jones Industrial Average added as much as 400 points during the day, while the S&P 500 and the NASDAQ both benefited from a rally in Technology sector stocks. Indices traded into the red zone on Tuesday with stocks dipping on a variety of economic news.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how the corporate tax cuts in the Tax Cuts and Jobs Act may affect the economy. Read the Article
Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, recap earnings season, discuss the Fed’s recent moves, inflation and housing data in this market update for March 2018.
Small businesses have several options for deducting the purchase of equipment on their taxes. Which one do you choose? Depends on how big of a deduction is needed, and when. We explain in this week’s Business Tip.
Settling an estate can be a difficult and time-consuming job that could take several months to more than a year to complete. Learn all about it in this Estate Planning Tip.
Those who track mileage for work will be glad to know the IRS adjusted the 2018 standard mileage rate for inflation. Read more in this week’s Tax Tip.
The Office of Financial Readiness now offers a new military retirement system that blends a defined benefit annuity with a defined contribution plan. Read all about it in this week’s Financial Tip.