In the News: Retirement distributions: taking the tax sting out of RMDs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that delaying any retirement plan withdrawals until you absolutely must can create undesirable tax consequences.
Advertising and Publicity Basics for Small-Business Owners
Advertising and publicity are two separate but very important components of a well-rounded marketing communications plan. Small-business owners need to determine which combination may result in the best possible return on investment on their marketing dollars.
Women and Money: Taking Control of Your Finances
Many women have financial needs that are unique to their situation in life. With a financial plan in place, you’ll be better able to focus on your financial goals and understand what it will take to reach them.
Retirement Distributions—Taking the Tax Sting out of RMDs
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner discuss how investors need to plan for required minimum distributions to minimize the tax implications and income related adjustments to Medicare.
Key Employee Retention
Key employees are often cited as one of the most significant value drivers within a successful company. In this Money Talks Minute, Bil Lako, CFP® explains how properly motivated key employees help build profits, and how a well-designed key employee retention plan can help your business.
August 2022 Market Minute: Inflation, Yield Curve, and Geopolitical Tensions
For August, our Research Analysts are keeping an eye on inflation, the yield curve, and geopolitical tensions between China and Taiwan.
Financial Basics for Millennials
If you’re a young adult, chances are you’ve been introduced to the realities of adulthood. While you’re excited by the opportunities, the millennial generation faces a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.
In the News: Pieces of the college planning puzzle
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains its best to save early and often for your children’s education. He looks at some of the most popular ways to save.
Steps You Can Take to Grow Your Business to the Next Level
For small business owners, growing a business is a fine balance. Growing too quickly can significantly damage the trajectory you’ve set, while grow too slowly can let your competitors pass you.
Portability of Unused Estate Tax Exclusion
Married taxpayers have a special benefit that allows a surviving spouse to make what is called a portability election, allowing the surviving spouse to add the deceased spouse’s unused estate tax exclusion to their own.