New Employee vs Independent Contractor Rule Effective March 11, 2024
The U.S. Department of Labor issues new rule on employee vs. independent contractor classification! Effective March 11, 2024, the six-factor test replaces the 2021 rule.
Rebalancing Your Employer-Sponsored Retirement Plan
Your retirement plan shouldn’t be set-and-forget. Learn the importance of rebalancing in your employer-sponsored retirement plans with Justin Wagner, Client Relationship Manager – Retirement Services, in this episode of Planning Priorities.
Found Money: Should You Use an Old 401(k) to Pay Off a Child’s Student Loans?
Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans.
March 2024 Market Minute
For March, our Research Analysts are closely watching if the A.I. trend will continue to dominate the market; fears that inflation may not be tamed, and how banks will fare with the Fed ending the Bank Term Loan program.
Home Title Theft: What You Need to Know to Protect Yourself
Thieves are committing Home Title Theft, and you may not know until you receive a foreclosure notice.
In the News: Understanding the economy’s contradictory trends
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the talk of a recession and the conflicting signals in the economy. Strong consumer spending and a strong labor market offer hope for a ‘soft landing’ instead.
Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds have set coupons and maturities, while funds pay distributions based on market conditions. Understanding these nuances can help you make informed investment decisions.
Understanding the Economy’s Contradictory Trends
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K. C. Smith, CFP®, CEPA, to cover the conflicting signals in the economy, with indicators like an inverted yield curve suggesting a recession while other factors point to growth.
In the News: Death, taxes, and paperwork: Filing a final tax return
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were married, you’d would still file married filing jointly for the year your spouse died. However, you may also need to file an estate return and consider updating your own estate plan.
There’s Still Time to Contribute to an IRA for 2023
You have until your tax return due date, excluding extensions, to contribute up to $6,500 for 2023 ($7,500 if you were age 50 or older on December 31, 2023) to all IRAs combined. For most taxpayers, the contribution deadline for 2023 is April 15, 2024.