Investment Whys: Expectations for 2020
We review how 2019 shaped up and share what our Analysts and Planners expect for the market and economy in 2020.
FIRE: Four Things You Need to Know About This Hot Retirement Movement
Curious about this hot retirement trend? While it can lead to an early retirement, it does require careful planning, savvy saving and investing habits, and potentially big sacrifices.
In the News: Investing in an overvalued market
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how investors can make the decision to buy when so many stocks look overvalued.
For College Savings, 529 Plans Are Hard to Beat
Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college?
Year-End Tips for Charitable Contributions
You need to be careful, as scammers out there are pretending to be legitimate charities looking to take advantage of your generosity for their gain.
What are the new HRA options that will be available to employers in 2020?
Beginning in January 2020, employers can offer two new types of HRAs — an Individual Coverage HRA and an Excepted Benefit HRA.
What Is an IRS Notice of Deficiency?
One minute, you’re minding your own business and aren’t even thinking about that return you filed months ago. The next minute you open your mailbox and see something called a “Notice of Deficiency”—and your anxiety immediately goes through the roof.
The IRS Is Hot on the Trail of Unreported Virtual Currency Transactions
The IRS recently issued letters to more than 10,000 taxpayers whom they suspect have not been properly reporting their virtual currency transactions.
Market Roundup: Market Positive for Week on Trade Deal Developments
Monday’s market action started mixed as investors awaited news on a trade deal, but at the end of the day, the major indices all closed lower. Investors continued searching for news on U.S.-China negotiations on Tuesday, but by the end of the day the major averages closed down once again.
How Do I Develop a Spending Plan?
Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term “budget.”