Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by insurance expert Jim Crone, CLU®, CFS®, to discuss a case study of a couple who need insurance for protection purposes, but they are being offered a policy that is trying to accomplish too many goals and contains too many features. Jim explains that going back to the financial plan to determine the insurance need is the best strategy.
Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss investors who hold on to a concentrated stock position because they don’t want to pay taxes on the gains. They look at General Electric as a current example, and how a concentrated position can be detrimental to your overall portfolio.
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common financial planning situation where a family is concerned about protecting assets from an heir’s future ex-spouse.
This week, Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, joins Chief Financial Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, to share some advice for families when it comes to planning for incapacity, whether it be for aging parents who can no longer take care of themselves, or an accident that leaves you unable to make financial or health decisions for yourself.
Managing Associate K.C. Smith, CFP®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Principal Jennifer Thomas, CFP®, to discuss the importance of disability insurance for families, with an emphasis on those who are self-employed.
This week on “Money Talks,” Tax Manager Dan DiLuzio, C.P.A, joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to discuss how victims of disasters can claim a casualty loss on their tax returns.
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss some of the issues married couples may run into when one spouse retires and the other spouse continues to work.
This week, Principal Jennifer Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA, to discuss Social Security benefits for married couples, focusing on the decision of when to take benefits and how it should depend on when you need the money.
Managing Associate Shawna Theriault, CFP®, C.P.A., joins hosts Bil Lako, CFP® and Troy Harmon, CVA, CFA, in a discussion on how business valuations are often needed during a divorce to ensure the division of a jointly owned business is equitable when it comes to future cash flow. Troy explains how cash flow is determined by the cost of capital.
With the Equifax data breach still dominating headlines, hosts Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, take a look at protecting your information, and what to do if you discover your data has been compromised.
