Living to 100 Means Adjusting Your Plan
This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.
Liquid Investment Options for Your Emergency Reserves
This week on “Money Talks,” your hosts delve into a couple’s situation where they are increasing their emergency reserve and want to protect the purchasing power of their liquidity. The planners discuss why it may not be best to chase the highest yield and the different cash equivalents for short-term money.
Buy-Sell Agreements—Part of Your Business Succession Plan
This week on “Money Talks,” your hosts discuss the circumstances of a business owner who has a 10-year plan to transition his ownership to employees but is concerned about what can happen in that time. They discuss buy-sell agreements, which are contracts to buy and sell a departing business owner’s interest.
Portfolio Allocation When A Recession is Around the Corner
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
Selling Investments and Reporting Cost Basis
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, to talk about cost basis, and the importance of keeping good records, so you can substantiate your gains or losses at tax time.
Seniors Who No Longer Itemize May Benefit From Using Qualified Charitable Distributions
Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss how some seniors who no longer itemize deductions after tax reform may be able to take advantage of qualified charitable distributions to lower their taxes.
Target-Date Funds May Not Fulfill Your Retirement Needs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss an investor’s situation where she is fully invested in target-date funds outside of her 401(k).
Tax Diversification of Retirement Savings
Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how the accounts you use to save for retirement make a difference, and that tax diversification is something to consider.
401(k) Participation and Allocation
Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer J. Thomas, CFP®, and Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, team up to discuss how investors should approach allocating their 401(k) investments.
Small Businesses and Retirement Savings
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Melanie Wells, CFP®, to discuss how a little financial planning for retirement can greatly impact your taxes today.