This week, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Director of Insurance Planning, Jim Crone, CLU®, CFS®. Jim leads a discussion on long-term care insurance, and the options investors have when shopping for LTC coverage, including traditional carriers and hybrid policies.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss how risk tolerances are affected by your time horizons, and what happens with your financial plan and time horizons when you’re blindsided by a life event.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.
Research Analyst Nick Antonucci, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss navigating company-sponsored group health care coverage, and offer tips on how to make the most of your health care dollars.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common situation for young investors: Finding the balance between saving for retirement and paying down debt like student loans.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Dan DiLuzio, C.P.A., and Managing Associate D.J. Barker, CWS®, to discuss a unique way to preserve our natural resources while getting a tax deduction with conservation easements.
Tax Manager John Dickson, C.P.A., CVA, CFP®, joins Troy Harmon, CFA, CVA, and K.C. Smith, CFP®, to share some unique tax opportunities for Georgia residents: Georgia Film Credits and Georgia’s Rural Hospital Tax Credit. He explains the benefits of applying for tax credits and how the Rural Hospital Tax Credit can also qualify for a charitable deduction on your federal return.
Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to talk about a common question for most investors, “How much life insurance should I have?” The planners’ conversation covers how life insurance protects the financial plan and can help ensure goals are met even if something unfortunate should happen.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss portfolio selection, keeping a long-term view of your investments, and sticking with your investment strategy, especially during market volatility.
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule.
