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Monthly Archives: May 2024

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In the News: Crafting your financial future: Beyond the 401(k) widget

Featured, In The NewsBy Editorial TeamMay 31, 2024

As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial planning is both an art and a science. Don’t just rely on assumptions—consult a pro to tailor your plan to your unique goals and risk tolerance.

Unlocking Financial Relief: How Medicaid Waiver Payments Offer Tax Benefits and Tax Free Income

Blog, TaxBy Editorial TeamMay 30, 2024

Dive into the complexities of Medicaid waiver payments, a crucial lifeline for caregivers in the U.S. Learn about their tax implications, relationship with the Earned Income Tax Credit (EITC), and proper reporting methods. Maximize your benefits and ensure compliance with IRS guidelines.

Social Security 101

Blog, Nearing Retirement, RetirementBy Editorial TeamMay 29, 2024

Learn the basics of Social Security benefits. Understanding full retirement age, claiming options, spousal benefits, and more can make a big difference in your financial future!

Crafting Your Financial Future: Beyond the 401(k) Widget

Case Study, Featured, Retirement, Starting OutBy Editorial TeamMay 28, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser.

In the News: From IRA to Roth: Strategic conversions for tax-efficient retirement

Featured, In The NewsBy Editorial TeamMay 24, 2024

As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how to manage hefty retirement funds and minimize tax burdens with smart strategies like Roth conversions. 

Understanding the Tax Implications of Inheriting or Receiving a Home as a Gift

Blog, Tax, Your HomeBy Editorial TeamMay 23, 2024

Inheriting vs. Gifting: What’s the better tax move for a home? Discover the tax implications and key considerations when deciding whether to receive a home as a gift or as an inheritance.

What Stubborn Inflation Could Mean for the U.S. Economy

Blog, Economy/Stock MarketBy Editorial TeamMay 22, 2024

It’s important to keep in mind that the most dangerous battle against inflation seems to have been won. The issue now is that there has been upward movement during the first three months of 2024.

From IRA to Roth: Strategic Conversions for Tax-Efficient Retirement

Case Study, Featured, Investment Selection, Retirement, TaxBy Editorial TeamMay 21, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees allowing them to generate tax-free income from their Roth IRA.

In the News: The road to retirement: Pitfalls to avoid on your financial journey

Featured, In The NewsBy Editorial TeamMay 17, 2024

As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how retirement planning is more than just saving for a nest egg. He highlights common pitfalls that could derail your retirement dreams.

Relief for Certain RMDs from Inherited Retirement Accounts for 2024

Blog, Estate, RetirementBy Editorial TeamMay 16, 2024

The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.

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