In the News: Remote Workers May Face State Income Tax Conundrum
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some remote workers could be paying income tax in two states if their employer is in a different state.
Remote Workers May Face State Income Tax Conundrum
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Director of Insurance Planning Jim Crone, CLU®, CFS®, to tackle a couple’s situation of paying state income taxes twice because they work remotely.
In the News: If high quality companies are on sale, why aren’t investors buying?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why investors need to shift their mindset and see the down market as an opportunity.
If High Quality Companies are on Sale, Why Aren’t Investors Buying?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Melanie Wells, CFP®, discuss a couple who cannot decide what to do in this volatile market—sell out and wait until it levels out or dollar cost average more into the market.
In the News: Gifting while living—seeing loved ones benefit
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how he helped a couple coordinate a gifting plan benefitting their family without incurring any unpleasant tax consequences or creating a hardship situation for the recipient.
Gifting While Living—Seeing Loved Ones Benefit
Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most of their generous gifts.
In the News: How much should you rely on social security for your retirement?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, that if you’re uncomfortable with your level of dependency on Social Security that may or may not be there when you retire, that’s an indication to make a change, in how much you save today or to your retirement lifestyle.
How Much Should You Rely on Social Security for Your Retirement?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to guide a couple of investors with differing opinions on how much they should rely on Social Security in their financial plan.
In the News: Laddering your bond portfolio to protect your 10-year money
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with money you’re earmarking for your retirement spending needs, the goal is protection from the volatility of the stock market—not to maximize return.
Laddering Your Bond Portfolio to Protect Your 10-Year Money
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds.