Many business owners focus a majority of their time on the day-to-day operations of running and growing their company, concentrating more on the "now" than "what comes next". Sarah Charles with DHG Wealth Advisors joins us today to discuss what most business owners may have not considered or appropriately planned for - retirement, new investment opportunities and other long-term financial planning goals as it relates to succession.

Are you nearing 65 and confused about signing up for Medicare? Are you overwhelmed by the brochures in your mailbox and the choices you have to make? Signing up for Medicare is a major milestone– which is why it’s important that you understand the landscape so you can make informed and educated decisions that are right for you.  

Over the past few years, tax law changes have created planning challenges and opportunities for owners of IRAs looking to maximize the after-tax value of their legacy.  We covered one key strategy, Roth conversions, in our DHG Insights feature Examining Roth Conversions in the Current Legislative Landscape.  For charitably inclined IRA owners over 70 ½, Qualified Charitable Distributions (QCDs) often provide the most tax efficient way of funding charitable goals.

DHG Wealth Advisors LLC, an independent, fee-only Registered Investment Advisory firm owned by Dixon Hughes Goodman LLP (DHG) is pleased to announce that Bill Laird has been named Co-Chief Investment Officer.

A joint webinar from DHG Wealth Advisors and DHG Tax targeted towards small business owners such as sole proprietors and flow through entities. We will be focusing on the perspective of the individual who owns the business, not the business itself.

10 key principles to improve your odds of investing success.

The tax-free growth that Roth Individual Retirement Accounts (IRAs) offer have long made them a desirable planning tool, but paying taxes on the initial contribution or conversion can be cost prohibitive, which is why many people prioritize tax-deferred savings for retirement. However, three significant pieces of legislation present unique tax planning considerations in 2020 that take advantage of the many benefits of a Roth IRA.

COVID-19 has disrupted the construction industry with lasting impacts on operational and financial performance. As the market continues to reshape and evolve, businesses must consider the risks and opportunities to successfully transition into the future.

DHG Tax and DHG Wealth Advisors are pleased to launch a series of “Financial Fitness” webinars designed to answer important questions when it comes to personal financial and tax planning. Our first session features a panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act, as well as personal planning considerations in the current market environment to keep you focused on your long-term objectives.

The COVID-19 pandemic has affected numerous aspects of our daily lives. We are isolated from friends and family, forced to change long-awaited plans and unsure of what the economic future holds. Things that felt important six weeks ago may suddenly feel unimportant or even be forgotten entirely, but it is critical to maintain a long-term perspective when it comes to investing and planning, even in the face of short-term disruption. During these stressful and uncharted times, it is important to stay focused on preserving both your physical and mental well-being, along with your financial well-being.