Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how to manage hefty retirement funds and minimize tax burdens with smart strategies like Roth conversions.
Inheriting vs. Gifting: What’s the better tax move for a home? Discover the tax implications and key considerations when deciding whether to receive a home as a gift or as an inheritance.
It’s important to keep in mind that the most dangerous battle against inflation seems to have been won. The issue now is that there has been upward movement during the first three months of 2024.
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 a strategy for retirees allowing them to generate tax-free income from their Roth IRA.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how retirement planning is more than just saving for a nest egg. He highlights common pitfalls that could derail your retirement dreams.
The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.
Are you feeling the ‘tip creep’? Learn about the evolving tipping culture and how to navigate the new norms. From digital prompts to inflation impacts, find out why tipping expectations are on the rise.
Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitfalls many newly retired investors may encounter that could derail their retirement.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® looks at the world of active and passive investment strategies. Which approach suits your financial goals?