Quickbooks Tip: How to Keep Your Data Safe
Keeping your company’s data safe is vitally important. Take steps to protect your QuickBooks company file in this QuickBook’s tip.
Controlling your wealth once you’ve passed
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave.
Odds of Being Targeted by the IRS for Audit
The IRS audit selection process favors returns that claim the Earned Income Tax Credit. Learn more in this week’s Tax Tip.
Can I Roll My Traditional 401(k) Account Balance Over to a Roth IRA?
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Controlling Your Wealth Once You’ve Passed
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.
Market Roundup: Down Week for Stocks as Tech Sector Stumbles
Investors turned to more defensive stocks like utility companies and other dividend-paying shares, which led the S&P 500 Index to slight gains on Monday. Technology shares led Tuesday’s downswing as the Dow Jones Industrial Average and the S&P 500 saw their biggest daily declines in more than a month.
In the News: Using Your Financial Plan to Determine Need for Long-Term Care Coverage
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage.
Financial KPIs: What They Are and What You Need to Know
Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week’s Business Tip.
What is funeral insurance, and do I need it?
If you’re concerned your funeral costs will be a burden to your family, you may consider funeral insurance. We explain in this week’s Insurance Tip.
Want to Reduce Required Minimum Distributions and Extend Your Retirement Benefits?
Some seniors may benefit from a qualified longevity annuity contract to lower their RMDs. We explain in this week’s Tax Tip.