Strategies in Tax Loss Harvesting
Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.
A Primer on Medicare and Open Enrollment
Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
Life Insurance: Filling an Economic Need
Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
Fully Understanding Your Required Minimum Distribution
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.
Evaluating and Comparing Personal Liability Insurance Policies
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.
Following Generalized Investment Guidelines Means Missing out on Tailoring Decisions to Your Circumstances
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.
Keeping Politics Out of Your Portfolio
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.
Avoiding RMDs: Work Forever or Give it All Away
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.
Deducting Losses on Rental Property
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.
Using a Lump Sum 401(k) Payout to Pay Off Student Loans
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.