In the News: Market reactions and investor perspectives amid the debt ceiling debate
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the recent happenings and reactions in the stock market and how investors should proceed.
SECURE 2.0 Act Expands Early Withdrawal Exceptions
While 401(k) plans and IRAs are intended to promote long-term retirement savings, sometimes the situation is dire enough to consider an early withdrawal. We look at new penalty-free exceptions created by the SECURE Act 2.0.
Tax Consequences of Crowdfunding
Between sites like GoFundMe, Kickstarter, and Indiegogo. each has its own charges, limitations, and withdrawal processes. Furthermore, both the IRS and the SEC are closely watching the taxability of the money raised.
Market Reactions and Investor Perspectives Amid the Debt Ceiling Debate
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research team, Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to take a deeper look at our economy and market.
In the News: The changing landscape of Financial Aid: What students and parents need to know
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how more income will be shielded from the eligibility formula when calculating federal student aid.
Cheaper Hearing Aids Are Coming to a Store Near You
It’s now possible to buy an effective hearing aid without a medical exam or a prescription–music to more than 37 million U.S. adults are living with some hearing loss!
SECURE 2.0: Big Impacts for Small Businesses
As a small-business owner, one of the best benefits you can provide employees is an employer-sponsored retirement plan. The SECURE 2.0 Act makes providing a retirement plan for your employees easier.
The Changing Landscape of Financial Aid: What Students and Parents Need to Know
Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover some of the upcoming changes parents and students can expect to see on the Free Application for Federal Student Aid this fall when they apply for the 2024-2025 school year.
In the News: Unlocking the charitable potential of an unexpected windfall
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares some better options than just writing a check when donating a significant amount to charity.
Debt-to-Income Ratio
In this Money Talks Minute, Bil Lako, CFP®, explains how evaluate the money you have coming in compared to your obligations.