Senior Associate, Jarrett McKenzie, CFP®, CWS® delves into a case study with Bil Lako, CFP® about taking required minimum distributions from retirement accounts once an investor reaches age 70 ½.
Managing Associate Shawna Theriault, CFP®, C.P.A., and Dr. Gene explore a case study of an average family whose assets could be at risk because they lack a personal liability policy, also known as an umbrella policy. Shawna explains how lacking this coverage could put their financial future at risk.
Jennifer Thomas, CFP® and Bil Lako, CFP® discuss a case study of a couple who have always done their own financial planning. The experts take a closer look at the generalized advice they’ve followed and how it may not work for them.
Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP® join “Money Talks” to discuss whether investors should alter their portfolios given the upcoming presidential election.
Senior Associate Jarrett McKenzie, CFP®, CWS®, takes a deeper look at an investor’s situation, as he wants to avoid taking his required minimum distributions from his 401(k) once he turns age 70 ½.
Our experts discuss the possible tax write off a taxpayer may be able to take when the taxpayer suffers a loss on a rental property.
Our experts discuss a listener’s desire to use an old 401(k) balance to pay down his child’s student loans, and why it may not be a wise decision to do so.
Managing Associate, D.J. Barker, CWS®, joins “Money Talks” to discuss finding alternate sources of money for education expenses and saving on college costs.
Illiquid assets may always have an inherent value, but selling the asset when you need the money may not always be an option.
Our experts discuss the change to using the prior-prior tax year on the Free Application for Federal Student Aid, and how it can affect how you withdraw from grandparent-owned 529 plans.
