Repairing Your Retirement Savings After a Divorce
Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Clay Norman, CFP®, to explain how newly divorced investors can repair their retirement savings now that their goals have changed.
Filing as Married Separate? Better Read This.
While most married couples choose to file a joint return, there are reasons a couple may choose to file separately. However, Congress carefully writes the tax laws to eliminate tax breaks for those filing MFS and can make filing very complicated.
Starting Your Financial Journey Over After a Divorce
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Melanie Wells, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, in providing some advice for an investor in his 50s who finds himself with substantially fewer assets after his divorce. The financial Experts give a laundry list of areas that need re-examination now that his financial goals have changed.
Women and Asset Protection: How Insurance Can Help
Every day, women face a variety of risks to their life, their health, and their property. Although you can’t eliminate many of these risks, you can take steps to guard against resulting financial losses. Insurance is the primary way to provide needed protection.
Can Creditors Take Your Retirement Savings? It Depends
A failed business, a contemptuous divorce, or even a disability—all could cause devastating financial issues. Can a creditor come after your retirement savings? We answer in our Financial Tip.
Engaging the Uninterested Spouse in Family Finances
Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the importance of including an uninterested spouse in household financial and investment conversations. They consider patterns seen among clients and how, as advisers, they work to meet each spouse on a level that they understand.
Planning Concerns of Divorcing Couples
If you’re getting a divorce, it’s important to understand the basics of divorce law.
What Life Events Trigger the Need for Financial Advice?
As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering how you and your partner are going to manage your money together. Do you have children? Maybe you are looking for ways to pay for their college education. When you […]
Get Expert Help to Determine Value of Business During a Divorce
In today’s Marietta Daily Journal, Bil Lako, CFP® explains That businesses may be divided upon divorce if deemed marital property; therefore, a business valuation can help determine the economic value of an owner’s interest in a business. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. […]
Get Expert Help to Determine Value of Business During a Divorce
The “Money Talks” experts delve into a situation where a couple who own a business together are divorcing. They cover the many reasons a business valuation would benefit the company and how it may be used in determining an equitable divorce settlement.