Principal Jennifer J. Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA to discuss the changes the Tax Cuts and Jobs Act made to 529 Plans, now allowing withdrawals of up to $10,000 for private elementary and high school tuition.
Roughly 1.2 million baby boomers will retire this year. And next year. And the year after that, and so on. We take a look at what that may mean for our economy in this week’s Financial Tip.
Roughly 1.2 million baby boomers will retire this year. And next year. And the year after that, and so on. We take a look at what that may mean for our economy in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how going forward, Traditional to Roth IRA conversions are a permanent decision for investors. Read the Article
There are many reasons to refinance your home besides getting a lower interest rate. We explore the reasons in this week’s Financial Tip.
This week on “Money Talks,” Bil Lako, CFP®, Troy Harmon, CFA, CVA, and Jarrett McKenzie, CFP®, CWS®, discuss a provision in the tax law that eliminates recharacterization of IRA conversions. Jarrett explains how this can affect the financial planning strategy.
Compounding happens when you earn returns on your invested money and then you reinvest your returns so that money can also earn returns. It seems magical the longer you let it ride! Learn more in this week’s Financial Tip.
Compounding happens when you earn returns on your invested money and then you reinvest your returns so that money can also earn returns. It seems magical the longer you let it ride! Learn more in this week’s Financial Tip.
Hannity finance expert and Principal of Henssler Financial, Bil Lako, CFP®, weighs in on the new tax bill. Read the Article
The amount of risk in your portfolio should reflect your ability to endure periods of market
volatility, both financially and emotionally. Learn what questions to ask yourself in this week’s Financial Tip.
