Applying for a Mortgage
Since most people finance their home purchases, buying a home usually involves applying for a mortgage. We cover some basic information to help guide you through the process.
Making Your Retirement a Priority Even When Times are Tight
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track.
In the News: A financial adviser’s fiduciary responsibility when clients divorce
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when clients go through a divorce, an adviser can go from one client — the couple — to two individual clients who are looking out for themselves. Because of the adviser’s fiduciary duty, they cannot provide advice that would be a disservice to the other spouse.
January 2023 Market Minute
For the month of January, our Research Analysts are taking a close look at fourth quarter earnings, the Leading Economic Index, and Foreign Markets.
Looking Ahead to 2023 Taxes
With the holiday celebrations in the rear-view mirror and the New Year underway, now is the time to take a look at the changes this year that will impact your 2023 tax return.
Your Annual Reminder to File Worker 1099s
If you use contract workers to perform services for your business and pay them $600 or more for the year, you are required to issue each one a Form 1099-NEC after the end of the year to avoid facing the loss of the deduction for their labor and expenses.
Five Common Family Tax Mistakes
Are you renting a home from a relative? Have your parents given you a loan? We look at five common situations and the tax issues that can arise!
In the News: SECURE 2.0 Act Will Increase the Savings Potential for Many
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the changes the SECURE Act 2.0 will make to required minimum distributions, catch-up contributions, 401(k) plans and more.
My spouse passed away—what filing status should I claim?
If you lost your spouse in 2022, you’re probably looking to rebuild and move forward in 2023. However, you still have 2022’s tax returns to tackle with several filing status choices to choose from.
SECURE 2.0 Act Will Increase the Savings Potential for Many
Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to discuss the SECURE Act 2.0 and the changes the act will bring to retirement accounts.