Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that retirement isn’t just about saving; it’s about having a clear strategy that covers spending, investments, and potential risks.
With cancer diagnosis rates on the rise, it’s crucial to consider not just your health but also the financial implications. Even with health insurance, advanced treatments can be costly, and time off work can strain your finances.
Owning a vacation home is a dream for many but renting it out comes with complex tax rules that can impact your finances. Understanding the rules is key to maximizing your benefits and avoiding costly mistakes. Get the insights you need to navigate IRS regulations and make the most of your investment!
On the road to retirement, people often make several common mistakes that can hinder their financial security and overall retirement experience. Research Analyst Jacob Keen, CFA, Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch delve into some potential hazards investors may want to watch out for.
Bil Lako, CFP® explores the rise of robo-advisors and whether AI could reshape the financial planning industry. Discover why many investors still prefer the personal touch of a financial professional.
Social Security benefits are a lifeline for millions, but the taxation of these benefits can be complex. Understanding how your benefits are taxed and the strategies to minimize tax liabilities is crucial. Stay informed and plan wisely to make the most of your retirement income.
Struggling with accounting for your small business? You’re not alone. Many business owners make common mistakes that can lead to financial headaches down the road. From mixing personal and business finances to neglecting regular bookkeeping, these missteps can cost you time, money, and peace of mind.
Big changes are coming to the real estate world! In a landmark $418 million settlement, the National Association of Realtors (NAR) has agreed to change long-standing practices related to sales commissions.
The SECURE Act of 2019 has brought major changes to how IRA and retirement plan assets are distributed to beneficiaries. Understanding RMDs, RBDs, and the distinctions between EDBs and DBs is crucial for navigating these changes.