Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss a couple looking to shift money around now to minimize the impact of required minimum distributions in the future. The experts discuss the many moving parts in their financial plan needing consideration before making any moves today.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how naming a competent person as your financial power of attorney can allow you to relax and enjoy the time you have left.
Did you know roughly three out of every five people are currently living paycheck to paycheck? If you’ve made a New Year’s resolution to become more financially stable, the most important step you can take is to start building your emergency fund.
In the early days of a business, you generally want to handle as many day-to-day tasks yourself—including bookkeeping. But as your business continues to grow, your finances become more challenging, which naturally adds complexity to the bookkeeping process.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to review a senior investor’s situation and how she can protect her money should she cognitively decline. Unfortunately, aging increases the risk of natural cognitive decline, dementia, or side effects from medications, putting seniors in a vulnerable position for financial abuse.
For February, our research analysts are keeping an eye on the declining earnings reports for fourth quarter 2022, the Fed’s comments that there is still a need for “ongoing increases” in interest rates, and the United States’ relationship with China.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how having an empty nest is the time to focus on your future. With your children out of the house, there are probably several areas in your budget that you can reevaluate.
Although the credit for purchasing a new electric vehicle can still be as much as $7,500, Congress has added some new stringent qualifications as to which vehicles qualify, and for the first time Congress has limited who qualifies for the credit by barring the credit to higher income taxpayers.
It’s the most wonderful time of the year—for CPAs! The IRS started accepting returns on Monday, January 23, 2023! Remember the filing deadline for most individuals is on Tuesday, April 18, 2023 or Monday, October 16, 2023, if you file for an automatic six-month extension by the original due date.
This week in our “Money Talks” case study, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP®, to address a couple who have entered the empty nest phase of their life. The financial experts discuss how this life event comes with several financial changes and opportunities.