What to do With Your Old 401(k)
Bil Lako, CFP®, explains the options investors have with their 401(k) when they leave their employer.
Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits.
In the News: Tapping a retirement account early and avoiding early withdrawal penalties
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how complicated it is to tap a retirement account before age 59 ½; however, it can be done if you have enough money.
What a Relief! Congress Acts Against Surprise Medical Bills
The difference between an out-of-network provider’s normal charges for a service and a lower rate reimbursed by insurance can be significant. Congress is helping in emergency situations.
Should You Speed Up Your Retirement Plans?
How do you know if you can realistically afford to retire early? We look at what you need to consider before you speed up your retirement timeline.
Understanding the Taxation of Cryptocurrency Transactions
If you have purchased, owned, sold, gifted, made purchases with, or used cryptocurrency in business transactions, there are certain tax issues you need to know about.
Tapping a Retirement Account Early and Avoiding Early Withdrawal Penalties
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons of tapping the retirement account early, as well as how investors can control how much they withdraw.
In the News: Inflation, cash flow projections, and retirement spending
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that, inflation is a critical variable in financial plans for retirees living on a fixed income. He explains how to plan for this unknown.
The Ins and Outs of Bookkeeping: All the Best Practices to Get the Best Financial Outcome from Your Organization
On the surface, bookkeeping is the process of keeping accurate, thorough records of your business financials. But once you begin to dive deeper, you see that it’s about so much more than that.
Repaying Your Student Loans
Because of the growing number of students who require student loans to finance their education, the federal government offers several flexible repayment plans. We cover these and more in our student loan basics.