Managing Associate D.J. Barker, CWS®, covers some of the upcoming changes parents and students can expect to see on the Free Application for Federal Student Aid this fall when they apply for the 2024-2025 school year.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares some better options than just writing a check when donating a significant amount to charity.
As a woman, if you find yourself facing a retirement shortfall, the best solution will depend on several factors, including the severity of your projected deficit, how long you have before retirement, and how long your retirement may last.
In this Money Talks Minute, Bil Lako, CFP®, explains how evaluate the money you have coming in compared to your obligations.
Classes and categories have their place in QuickBooks Online transactions. Tags add another way to track your financial data.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that when the situation is dire, a 401(k) loan may be the better option vs. a hardship withdrawal.
Have goals like saving for retirement, saving for college, establishing an emergency fund, providing for your family, or minimizing taxes? These can all be accomplished through financial planning.
The IRS is expected to receive approximately $80 billion in funding between now and 2031, much of which will likely be used to increase audits in the near future.
One of the best ways to reduce the amount of time it takes to get paid by clients and other vendors involves asking for payment deposits at the beginning of any new business relationship.