As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that financial goals change as life happens. While your financial plan should look at least 10 years out, it’s not the same plan you will have 10 years from now.
If you and your spouse are looking for a way to build your retirement savings but one of you is not working, you might consider funding a spousal IRA, as IRS rules allow a married couple to fund separate IRA accounts for each spouse based on the couple’s joint income.
Having a comprehensive end-of-life plan can significantly ease the burden on family members during a highly emotional period.
In this latest episode of Planning Priorities, we take a closer look at what you should do during market volatility. Should you sell now and reinvest in stocks later when things calm down?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to address a couple of investors who have been saving to the detriment of living. Their former adviser gave them pushback if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how missing out on a small amount in your early saving years could make nearly a $100,000 difference in your retirement account.
Since most people finance their home purchases, buying a home usually involves applying for a mortgage. We cover some basic information to help guide you through the process.
The tax laws are carefully written to keep married taxpayers from filing separately to manipulate the tax laws to their benefit. We explore a list of the more commonly encountered tax disadvantages – some might call them tax penalties –when filing as MFS.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when clients go through a divorce, an adviser can go from one client — the couple — to two individual clients who are looking out for themselves. Because of the adviser’s fiduciary duty, they cannot provide advice that would be a disservice to the other spouse.