Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.
With nearly 100 provisions covering all types of retirement savings plans, the SECURE 2.0 Act actually had a few glitches. Congress has announced they will introduce legislation to correct “problematic language.”
Regardless of what stage you’re at—whether you’re just starting out or if you’re a savvy investor—in this episode of Planning Priorities, Managing Associate Melanie Wells, CFP®, will provide tips on becoming a more informed investor.
Many students hold a summer job during their time off from school. Here are some tax issues that should be considered when working a summer job.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence.
For June, our Research Analysts are keeping a close eye on market trend reversals, the Fed’s future actions for the Fed Funds Rate, and China’s economy dipping into bear market territory.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how an installment sale was able to help an investor spread out the capital gains on the sale of a highly appreciated property.
The elderly and financially vulnerable are often targets for financial exploitation. Look for warning signs that your parents have been victimized, or are at risk of being financially influenced, manipulated, or coerced.
In between the start-up phase and a mature business is the growth phase that provides an exceptional opportunity to grow from the business you’re running into the one you hoped you’d be in charge of when you started.