Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, to provide advice to an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to review a senior investor’s situation and how she can protect her money should she cognitively decline. Unfortunately, aging increases the risk of natural cognitive decline, dementia, or side effects from medications, putting seniors in a vulnerable position for financial abuse.
Having a comprehensive end-of-life plan can significantly ease the burden on family members during a highly emotional period.
Senior Associate Michael Griffin, CFP®, Senior Financial Planner Josh Weidie, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide advice for a couple of investors who have a highly appreciated asset that they want to reinvest now after watching it lose around 20% this year.
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by attorney Arun Gupta from Reeves Law P.C., to discuss how corporate documents and personal estate planning go hand in hand when it comes to business interests. While estate planning documents can be unpleasant to think about, both corporate documents and an estate plan are essential for the flow of assets when a business owner dies.
Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most of their generous gifts.
You might think celebrities have it all—they usually have cars, homes, jewels, and abundant wealth. However, many are missing a critical component: an estate plan.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. They discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir.
Married taxpayers have a special benefit that allows a surviving spouse to make what is called a portability election, allowing the surviving spouse to add the deceased spouse’s unused estate tax exclusion to their own.
