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Author Archives: Editorial Team

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In the News: Starting the New Year on the right financial footing

Featured, In The NewsBy Editorial TeamJanuary 7, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, provides some tips to get your financial New Year’s resolutions to stick.

Building Blocks for Financing College with Less Debt

Blog, Education Planning, Family FinancesBy Editorial TeamJanuary 6, 2022

Financing a college education with the least amount of debt requires planning, savings discipline, an understanding of financial aid, smart college research, and good decision making at college time.

How Can a Nonworking Spouse Qualify to Fund an IRA?

Blog, Family Finances, Personal Finance, Retirement, TaxBy Editorial TeamJanuary 5, 2022

A frequently overlooked tax benefit is the spousal IRA, which allows a nonworking or low-earning spouse to contribute to his or her own IRA, as long as his or her spouse has adequate compensation.

Starting the New Year on the Right Financial Footing

Case Study, Featured, New Year/End of Year, Personal FinanceBy Editorial TeamJanuary 4, 2022

Research Analyst Nick Antonucci, CVA, CEPA, Senior Associate Melanie Wells, CFP®, and a Financial Planner provide a list of financial moves for a couple of investors looking to start the new year on the right foot financially.

In the News: An indirect 401(k) rollover: time is ticking to avoid tax consequences

Blog, In The NewsBy Editorial TeamDecember 31, 2021

As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.

Are You a HENRY? Consider These Wealth-Building Strategies

Blog, Personal FinanceBy Editorial TeamDecember 30, 2021

Are you a high earner but you’re not yet rich? If this sounds like you, it may be time to focus on growing wealth—even if it means making some temporary sacrifices.

Start 2022 Off Right: Clean Up QuickBooks

Blog, Business Owner/Self Employed, TaxBy Editorial TeamDecember 29, 2021

Is your QuickBooks company file ready for 2022? Here are three things you can do to put things in order.

In the News: With multiple accounts, there is plenty of room for RMD errors

Featured, In The NewsBy Editorial TeamDecember 24, 2021

As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.

P/E Ratios Offer Multiple Perspectives on Value

Blog, Investment SelectionBy Editorial TeamDecember 23, 2021

Looking for a good buy in the market? The price/earnings (P/E) ratio can be a helpful starting point for evaluating whether a company’s stock is under- or overpriced.

New Tax Information Reporting Requirement for Cryptocurrency

Blog, Investment Selection, TaxBy Editorial TeamDecember 22, 2021

With the Infrastructure Investment and Jobs Act of 2021, cryptocurrency exchanges will have new information reporting requirements starting in 2023. The first reporting forms related to crypto transactions will be issued to the IRS and investors in January 2024.

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