In the News: Even Married Couples Need to Discuss Power of Attorney
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated.
QuickBooks statements provide an overview of every transaction that has occurred during a specified period of time. Learn more in this QuickBooks Tip.
Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the latest on the economy including consumer sentiment; current stock valuations, economic fundamentals, and actions from The Fed.
We all appreciate the sacrifices the military makes, even the IRS. Service members are eligible for some tax breaks. We explain in this week’s Tax Tip.
A spouse’s death can be overwhelming. It’s important to take certain steps to move on financially. We explain in this week’s Financial Tip.
This week, Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, joins Chief Financial Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, to share some advice for families when it comes to planning for incapacity, whether it be for aging parents who can no longer take care of themselves, or an accident that leaves you unable to make financial or health decisions for yourself. >
The benchmark indices were mixed last week as large caps and tech stocks performed well, while small caps took quite a hit. The S&P 500 closed the week posting gains for the eighth straight week. The market kicked off the week with lackluster performance as the major indices closed in the red zone on Monday. One bright spot was an economic report that showed personal income ticked up in September.
Hiring a disadvantaged individual can be a win-win situation thanks to the Work Opportunity Tax Credit.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains insuring your most valuable asset: your ability to earn a living.
Individuals seeking coverage through the Health Insurance Marketplace have a shortened window to enroll in a plan. Learn more in this week’s Insurance Tip.