“Elder Orphans” Doesn’t Mean Dying Alone
The “Money Talks” hosts discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
The “Money Talks” hosts discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
The “Money Talks” hosts take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
The “Money Talks” hosts examine the tax and planning issues related to receiving restricted stock as part of your compensation package.
The “Money Talks” hosts discuss the responsibilities of both the investor and the adviser when it comes to security and fraud attempts.
This week on “Money Talks,” your hosts are joined by special guest expert Rob Kling from Corporate Tax Advisors. With Rob, the experts discuss some of the specialized tax credits and deductions businesses can take, including research and development credits, cost segregation, and Section 179D.
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.
The “Money Talks” experts delve into a situation where a couple who own a business together are divorcing. They cover the many reasons a business valuation would benefit the company and how it may be used in determining an equitable divorce settlement.
The “Money Talks” hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors need to consider the Net Unrealized Appreciation they have in their company stock.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, to discuss a common situation for young professionals—student loan debt. They discuss repayment options and loan consolidation.
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.