As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that retirement isn’t just about saving enough money or choosing the right investments—it’s about redefining your purpose and navigating life’s new dynamics.
How Safe Is Your Data? The FTC recently proposed a settlement with data broker Mobilewalla, accused of misusing location data to target consumers. Learn how to protect your privacy in an increasingly data-driven world.
The IRS is adjusting how it tracks online payments and e-commerce income, with significant changes to Form 1099-K thresholds. Starting in 2024, transactions totaling $5,000 or more will trigger a 1099-K form, with further reductions planned in the coming years.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like retirement.
Navigating the rules for meal expense deductions can be tricky, but understanding the 50% rule and its exceptions can help your business maximize deductions while staying compliant.
Estate planning isn’t just about creating a will—it’s about ensuring your wishes are honored. Discover why keeping your beneficiary designations current matters and how to avoid potential pitfalls in your estate plan.
In this week’s Marietta Daily Journal: Bil Lako, CFP®, explores why a one-size-fits-all approach to retirement doesn’t work. Your retirement plan should be as unique as your lifestyle.
New legislation is expanding options for workers to save for retirement, including larger contributions for older workers starting in 2025. Whether you’re just starting out or catching up after life’s financial hurdles, the key to a comfortable retirement is knowing your options and planning wisely.
From a couple returning their refund check out of gratitude to a man claiming his dog as a dependent, the world of taxes has its fair share of odd and entertaining stories. These humorous anecdotes highlight the creativity—and occasional missteps—of taxpayers over the years.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to discuss the “magic retirement number,” and why spending makes it different for each investor.