3 Things to Consider Before Buying a Vacation Home
The COVID-19 pandemic in 2020 led to a surge in demand for vacation/second homes. If you are thinking about buying a vacation home, we cover 3 things to consider before taking the plunge.
In the News: Lending money when your adult children are in financial need
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores options for lending money because parents will do whatever it takes to help their children—even if it means risking their financial future.
Federal Student Loan Repayment Postponed for Sixth Time
The U.S. Department of Education announced a record sixth extension for federal student loan repayment, interest, and collections, through August 31, 2022. We explain what this means for you.
Why Employee Classification is of Paramount Importance
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
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?
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
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
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
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
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.