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Yearly Archives: 2023

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  2. 2023

In the News: Building Wealth and Security: Strategies for Self-Employed Retirement Success

Business Owner/Self Employed, Featured, In The NewsBy Editorial TeamDecember 29, 2023

As seen in the Marietta Daily Journal: The rise of self-employed and gig-economy workers has been remarkable post-pandemic! Bill Lako, CFP® explores proven strategies for self-employed individuals to build wealth and secure a prosperous retirement.

A New Year, A New Opportunity to Save with a 529 Plan

Blog, Education Planning, Family Finances, New Year/End of YearBy Editorial TeamDecember 28, 2023

Invest in your child’s bright future in 2024! We explain why 529 plans are more flexible than ever, and why you should consider a 529 plan for tax-free education savings.

Understanding Life Insurance

Blog, Family Finances, InsuranceBy Editorial TeamDecember 27, 2023

Imagine safeguarding your family’s future even if the unexpected happens. That’s where life insurance steps in. Discover the basics of life insurance coverage—your key to ensuring a financial safety net for your loved ones.

In the News: The Retirement ‘Sweet Spot’: Benefits of Roth IRAs for New Retirees

Featured, In The NewsBy Editorial TeamDecember 22, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how new retirees may have low income taxes, which provides an opportunity to move tax-deferred retirement assets into a tax-free retirement account.

Embracing Your Next Chapter: A Guide for Retirees Returning to Work

Aging/Caring for Aging Parents, Blog, Retirement, TaxBy Editorial TeamDecember 21, 2023

Retirement on your horizon? Thinking of rejoining the workforce? Dive into our article for key financial insights tailored to your return journey! From tax implications to retirement account changes, we’ve got you covered.

Coming Soon – Business Beneficial Ownership Reporting

Blog, Business Owner/Self Employed, TaxBy Editorial TeamDecember 20, 2023

Starting 2024, reporting beneficial ownership is a must. Navigating the Corporate Transparency Act (CTA) is a huge game-changer in U.S. business regulations aimed at combatting money laundering, tax fraud, and terrorism financing.

The Retirement ‘Sweet Spot’: Benefits of Roth IRAs for New Retirees

Case Study, Featured, Nearing Retirement, Retirement, TaxBy Editorial TeamDecember 19, 2023

Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions.

In the News: Seize the moment: Essential financial steps before year-end

Featured, In The NewsBy Editorial TeamDecember 15, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights some year-end financial moves you can make before you get sidetracked with holidays, parties, and gifts!

Will You Work Beyond Traditional Retirement Age?

Aging/Caring for Aging Parents, Blog, Nearing Retirement, RetirementBy Editorial TeamDecember 14, 2023

Planning to punch the clock beyond retirement age? Did you know 33% of current workers expect to retire at age 70 or older, or not at all? Working in your 60s, 70s, or beyond has perks, but beware unexpected consequences!

‘Tis the Season for Gift Card Scams

Blog, Cybersecurity, Family Finances, New Year/End of Year, Personal FinanceBy Editorial TeamDecember 13, 2023

Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.

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