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Author Archives: Editorial Team

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Why Employee Classification is of Paramount Importance

Blog, Business Owner/Self Employed, TaxBy Editorial TeamApril 27, 2022

There are a few major reasons why someone might prefer a salaried position over an hourly one. No, they aren’t going to receive overtime pay like their hourly employees, but they do have access to certain benefits that their counterparts don’t.

Lending Money When Your Adult Children are in Financial Need

Case Study, Family Finances, Featured, Personal FinanceBy Editorial TeamApril 26, 2022

Managing Associate D.J. Barker, CWS®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Client Relationship Manager Justin Wagner, AIF®, to lead a discussion on financially helping your adult children, including where to find the money and what might be the cost.

2022—Is It Your Year to Retire?

Retirement, VideoBy Editorial TeamApril 26, 2022

If this is the year you plan to retire, you have five you have five critical financial moves to make before you do.

In the News: First quarter: Inflation, rising interest rates, and Russia-Ukraine war

Featured, In The NewsBy Editorial TeamApril 22, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that despite all that has happened in the first quarter, a Ten Year Rule investment strategy should be favorable in the long run.

Balancing Work and Family

Blog, Family Finances, Starting OutBy Editorial TeamApril 21, 2022

Balancing work and family is a personal endeavor—there is no magic formula. You’ll need to make choices along the way that align with what’s important to you.

Tax Issues That Arise When Converting a Home into a Rental

Blog, Tax, Your HomeBy Editorial TeamApril 20, 2022

The benefits of turning your home into a rental include cash income, tax write-offs, and most of all, long- term appreciation of the property. Before you place the “For Rent” sign, consider the tax consequences.

April 2022 Market Minute: Earnings Season, Inflation, and Yield Curve Inversion

Economy/Stock Market, VideoBy Editorial TeamApril 19, 2022

We’re watching earnings season results, how high inflation might get, and the yield curve inversion that typically indicates a recession is on its way.

In the News: Paying for Care with Your Long-Term Care Insurance Policy

Featured, In The NewsBy Editorial TeamApril 15, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains when and how to apply for long-term care insurance benefits to help you and your family when a long-term care event happens

Is the Russia-Ukraine War a Threat to the Global Economy?

Blog, Economy/Stock MarketBy Editorial TeamApril 14, 2022

Russia and Ukraine account for only about 2% of global gross domestic product, but high energy prices and supply shocks caused by the war could have a far-reaching impact on a global economy that has not fully recovered from the pandemic.

Inheritances Enjoy a Special Tax Benefit

Blog, Estate, TaxBy Editorial TeamApril 13, 2022

If you sell an asset you purchased, you will likely have to pay taxes on the gain. However, if you sell an asset you inherited, any gain may receive a beneficial tax treatment.

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