Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.
On January statements, custodians likely notified investors of their account balances as of Dec. 31 and provided a calculation of the RMD for the year. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and a Financial Planner to share four important rules to remember when planning your required minimum distributions.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Giuliana Barbagelata, CFP®, discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate.
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Senior Financial Planner Josh Weidie, CWS®, team up to cover a listeners’ situation involving cost basis of her stocks and why it is important to track the cost basis of your investments.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers to provide some critical information about the upcoming tax season, as 2021 income tax returns are due April 18.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, and how they work with the client to determine the ultimate goal for passing on their wealth.
Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Clay Norman, CFP®, to explain how newly divorced investors can repair their retirement savings now that their goals have changed.
The Henssler Research Analysts discuss what they believe 2022 holds for the stock market, as Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, examine inflation, government spending, performance concentration in a few stocks, and the chances of growth in 2022.
Research Analyst Nick Antonucci, CVA, CEPA, Senior Associate Melanie Wells, CFP®, and a Financial Planner provide a list of financial moves for a couple of investors looking to start the new year on the right foot financially.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to work through the complicated situation of having multiple retirement accounts that require individual required minimum distributions. With plenty of room for error, paying close attention to RMDs is necessary.
