Research Analyst Nick Antonucci, CVA, joins Managing Associate, Shawna L. Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to delve deeper into the Tax Cuts and Jobs Act, taking a look at how the larger standard deduction and child tax credit could affect families now that they’re losing personal exemptions.
This week on “Money Talks,” Bil Lako, CFP®, Troy Harmon, CFA, CVA, and Jarrett McKenzie, CFP®, CWS®, discuss a provision in the tax law that eliminates recharacterization of IRA conversions. Jarrett explains how this can affect the financial planning strategy.
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.
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.
