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Author Archives: Editorial Team

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Retirees Beware! A Teaching Note

RetirementBy Editorial TeamMarch 2, 2020

It is possible that a 6% average return could produce markedly different ending values in a portfolio over 10 years.

The Suddenly Single Taxpayer

Case Study, Estate, Featured, TaxBy Editorial TeamMarch 2, 2020

The “Money Talks” experts have a conversation on what a recent widow should pay attention to as she files her tax return and moves forward as a single filer.

Coronavirus

The Coronavirus and the Global Economy

Blog, Coronavirus, Economy/Stock MarketBy Editorial TeamMarch 2, 2020

Anything that affects China, the world’s second-largest economy, can have a powerful ripple effect around the globe.

In the News: The peace of mind of having money when you need it

Featured, In The News, Personal FinanceBy Editorial TeamFebruary 28, 2020

In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how a laddered bond portfolio can give you peace of mind that you’ll likely have money when you need it.

Franchise

The Advantages and Disadvantages of Owning a Franchise

Blog, Business Owner/Self Employed, TaxBy Editorial TeamFebruary 28, 2020

Owning a franchise can be a great way to break into the world of entrepreneurship. However, franchising isn’t for everyone.

Reducing Debt

Six Tips To Reducing Debt

Blog, Personal Finance, Your HomeBy Editorial TeamFebruary 27, 2020

Your personal finances can benefit from a good spring cleaning! Read our six tips to reducing debt.

Filing Federal Income Tax

Due Date Approaches for 2019 Federal Income Tax Returns

Blog, TaxBy Editorial TeamFebruary 26, 2020

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together.

Buy/Sell Agreements

Business Owner/Self Employed, Estate, Insurance, VideoBy Editorial TeamFebruary 24, 2020

In this episode of our Small Business Minute, Research Analyst Nick Antonucci, CVA, CEPA, discusses buy/sell agreements and how it can protect both the business and business owners should something happen to an owner and his or her interest in the company need to be sold.

The Peace of Mind of Having Money When You Need It

Case Study, Featured, Personal FinanceBy Editorial TeamFebruary 24, 2020

The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.

Is It Time to Review Your IRA Estate Planning Strategies?

Is It Time to Review Your IRA Estate Planning Strategies?

Blog, Estate, TaxBy Editorial TeamFebruary 24, 2020

The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.

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