Don't Forget to Include Memory Loss When Planning for Retirement
Dementia affects more than 2.4 million Americans. Memory loss should be considered when planning for retirement. Learn more in this week’s Financial Tip.
IRA and Retirement Plan Limits for 2017
For 2017, income limits increased for determining traditional IRA deductible contributions and Roth IRA eligibility. We explain in this week’s Financial Tip.
Investment Planning Throughout Retirement
Senior Associate Jarrett McKenzie, CFP®,CWS®, and Principal Jennifer Thomas, CFP®, delve into a case study of a couple who are taking more money than they need out of their retirement accounts because of required minimum distributions. The planners discuss ways to minimize the RMDs and how to reinvest the assets.
A Primer on Medicare and Open Enrollment
Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
Designing a Benefit Package for Your Small Business
One way to reward your employees is to provide a benefit package with both traditional and not-so-traditional benefits. Read all about it in this week’s Business Tip.
Fully Understanding Your Required Minimum Distribution
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the importance of understanding your RMDs. Read the Article
Fully Understanding Your Required Minimum Distribution
Senior Associate, Jarrett McKenzie, CFP®, CWS® delves into a case study with Bil Lako, CFP® about taking required minimum distributions from retirement accounts once an investor reaches age 70 ½.
New Real Estate Sector Puts Equity REITs in the Spotlight
Breaking real estate out of the Financials sector acknowledges that the industry’s business models and ties to underlying property markets produce a distinctive risk-return profile, including a relatively low correlation to the rest of the stock market. Learn more in this week’s Financial Tip.
Retain and Reward Key Employees with an Executive Bonus Plan
One way business owners can reward key employees is by offering a nonqualified executive bonus plan. Read all about it in this week’s Business Tip.
Avoiding RMDs: Work Forever or Give It All Away
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains you can delay paying taxes but you can’t avoid them altogether. Read the Article