40s a Time for Financial Goals
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another. Read the Marietta Daily Journal Article
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another. Read the Marietta Daily Journal Article
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan. Read the article in today’s Marietta Daily Journal.
Join us in congratulating D.J. Barker, CWS® and K.C. Smith, CFP® on their promotions to Senior Associate.
To amend or not to amend? In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights when you should consider amending a return. Read the Article
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article
Bil Lako, CFP®, explains in today’s Marietta Daily Journal how some employers may offer shares of restricted stock as compensation. Read the Article
Ted Parrish, CFA, joined Fox Business to discuss his outlook on the housing and stock markets if the Fed slows bond buying. Watch the Video
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why 401(k) plans may oust former employees who participate in the plan. Read the Article
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how children are susceptible to ID theft. Read the Article