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Monthly Archives: September 2024

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  2. 2024
  3. September

Best Practices for Hiring: Red Flags to Watch Out For

Blog, Business Owner/Self EmployedBy Editorial TeamSeptember 12, 2024

Hiring the right talent is crucial for small and medium-sized businesses. A bad hire can cost you time, money, and impact your team dynamics. Learn how to spot red flags during the hiring process and ensure you’re building a team that aligns with your company’s values and goals.

Protecting Our Seniors; Understanding and Preventing Scams

Aging/Caring for Aging Parents, Blog, Cybersecurity, TaxBy Editorial TeamSeptember 11, 2024

As our population ages, seniors increasingly become targets for scams, leading to devastating financial and emotional impacts. Learn more about the common scams targeting seniors, how to stay safe, and what to do if you or a loved one falls victim.

Building a Sell Strategy: Balancing Risk, Tax Efficiency, and Retirement Needs

Case Study, Featured, Investment Selection, Nearing RetirementBy Editorial TeamSeptember 10, 2024

Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate K.C. Smith, CFP®, CEPA, discuss making informed decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.

September 2024 Market Minute

Economy/Stock Market, VideoBy Editorial TeamSeptember 9, 2024

In this month’s Market Minute, we’re breaking down three key trends: Interest Rates, Jobs Market, and Consumer Spending. Watch for insights on how these could shape the economy!

In the News: Essential financial lessons: Debt, recovery, and smart investing

Featured, In The NewsBy Editorial TeamSeptember 6, 2024

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains key financial concepts that are often overlooked—like why a 33% loss requires a 50% gain to break even, the importance of paying down debt, and the risks of buying investments you don’t fully understand.

Federal Appeals Court Blocks SAVE Student Loan Repayment Plan

Blog, Education Planning, Family Finances, Personal Finance, Starting OutBy Editorial TeamSeptember 5, 2024

The U.S. Court of Appeals blocked the SAVE student loan repayment plan, leaving millions of borrowers in limbo. The plan, which promised lower monthly payments and faster forgiveness, now faces an uncertain future as the legal battle continues.

Should Tips Be Tax-Free? How Recent Proposals Could Change the Way You Tip

Blog, Starting Out, TaxBy Editorial TeamSeptember 4, 2024

Tipping has evolved beyond traditional settings, with digital payment kiosks and self-checkout lanes now requesting gratuities. Explore the latest tipping standards, who deserves a gratuity, and the impact of proposed tax changes on tip income.

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