Avoiding Financial Pitfalls
You’d think as you mature, you’d be better able to handle your money. However, you can encounter pitfalls at any age! In this Money Talks Minute, Bil Lako, CFP®, warns you of the mistakes to avoid.
In the News: Essential Lessons: From Boomerang Kids to Financial Freedom
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.
Congress Tells Treasury to Expect SECURE 2.0 Technical Fixes
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.”
Learn, Plan, and Secure Your Financial Future
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.
Essential Lessons: From Boomerang Kids to Financial Freedom
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.
June 2023 Market Minute
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.
In the News: From joint ownership to installment sale: How an investor overcame tax hurdles
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.
As Your Parents Age, Help Them Protect Their Finances
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.
Business Growth: How to Plan for (and Make the Most of) This Critical Stage
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.
From Joint Ownership to Installment Sale: How an Investor Overcame Tax Hurdles
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan.