Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a case study on a couple who delay Social Security but are taking required minimum distributions from their IRA.
This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Justin Wagner, AIF®, a Client Relationship Manager in our Retirement Services division, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving the bare minimum to their 401(k) accounts and how much they should really be saving.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Peter Lynch to discuss a common problem many families can have: lack of liquidity in an estate. They discuss ways to get liquidity and how planning is essential to pass assets and property to heirs.
Tax Manager Dan DiLuzio, CPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss recent IRS guidance on charitable donations that allow taxpayers to claim state tax credits designed to offset the limited state and local tax deductions.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Melanie Wells, CFP®, to discuss the planning priorities for a couple who have been do-it-yourself planners, and are now 10 years away from retirement. The planners cover what the investors should look at and some of the more common issues pre-retirees should address.
This week on “Money Talks” Research Analyst Nick Antonucci, CVA, and Managing Associate K.C. Smith, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a situation where investors want to borrow short term from their retirement accounts. K.C. covers the rules, the drawbacks and the best alternatives available.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S&P 500 index as a benchmark, the problems with chasing returns and portfolio risk.
Senior Managing Associate and Principal Jennifer J. Thomas, CFP® and Tax Consultant Jessie Thomas, C.P.A. join Chief Investment Officer Troy Harmon, CFA, CVA for a discussion on planning for the first required minimum distribution from tax deferred retirement accounts at age 70 ½.
Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Associate Peter Lynch in a discussion on borrowing responsibly for college education costs, and how much overborrowing can cost a student.
Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.
