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.
Why You Should Be Using Tags in QuickBooks Online, and How to Create Them
Classes and categories have their place in QuickBooks Online transactions. Tags add another way to track your financial data.
Financial Planning and Giving: Unlocking the Potential of an Unexpected Windfall
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy.
In the News: When emergency strikes, should you tap into your 401(k)?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that when the situation is dire, a 401(k) loan may be the better option vs. a hardship withdrawal.
Worried About Getting Audited? Here’s What You Need to Know About Your Chances
The IRS is expected to receive approximately $80 billion in funding between now and 2031, much of which will likely be used to increase audits in the near future.
Want to Improve Your Cash Flow? Shorten the Amount of Time it Takes to Get Paid
One of the best ways to reduce the amount of time it takes to get paid by clients and other vendors involves asking for payment deposits at the beginning of any new business relationship.
Eldercare Can Be a Medical Deduction
Many individuals are serving as care providers for elderly loved ones, such as parents or spouses, who cannot live independently. The cost of such care may be deductible as a medical expense.
When Emergency Strikes, Should You Tap into Your 401(k)?
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Client Relationship Manager—Retirement Services, Justin Wagner, AIF®, and Associate Peter Lynch discuss the situation of an investor who wants to borrow from his 401(k) for an emergency.
May 2023 Market Minute
For the month of May, our Research Analysts are watching the debt ceiling showdown in Congress, first quarter’s earnings reports, and the odds our economy is headed into a recession.
In the News: Maximizing your cash reserves with money market funds
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how you could place your cash reserves in a high-yield savings account, but you may be able to get a higher interest rate in a money market mutual fund through your brokerage firm.