Wondering about the future of tax laws post-2025? With expiring provisions from the Tax Cuts & Jobs Act and pandemic-related changes, uncertainty looms. Stay informed to navigate potential impacts on estate and income tax planning.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship – Retirement Services, and Associate Giuliana Barbagelata, CFP®, advise for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
Planning for a comfortable retirement? Don’t let inflation be the sneaky thief in your portfolio! Peter Lynch, Associate at Henssler Financial, shares why understanding inflation is crucial for safeguarding your savings.
Navigating the 2024 Election Year: Wondering how to safeguard your portfolio? As seen in the @mdjonline: Bil Lako, CFP®, provides insights on staying resilient amid uncertainty, economic conditions, and global politics.
The SECURE 2.0 Act, passed in Dec 2022, brings key amendments to retirement savings. From matching student loan payments to new early withdrawal exceptions, and the introduction of emergency savings accounts – 2024 is seeing significant shifts.
Unlock the Benefits of a Health FSA! Learn how an FSA empowers employees to tackle medical expenses tax-efficiently. No federal income or employment taxes on contributions, and reimbursements for qualified medical expenses are tax-free.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide some tips for investors fretting about how the November election will affect their portfolios.
Our Research Analysts are closely watching the bond market, monitoring the timing and pace of Fed interest rate cuts. They are also keeping a close eye on the nation’s unemployment numbers amidst the Tech layoffs and tracking the earnings of S&P 500 companies.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why self-employed individuals should work with a tax adviser to optimize deductions and explore retirement plans.
Money matters can stir up trouble in relationships when saving meets spending head-on. We look at how couples can bridge the gap, appreciate differences, and build a solid financial foundation