Balancing Work and Family
Balancing work and family is a personal endeavor—there is no magic formula. You’ll need to make choices along the way that align with what’s important to you.
Paying for Care with Your Long-Term Care Insurance Policy
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits.
Raising Money-Smart Teens
As your children look forward to summer activities, especially those that cost money, the next few months might present an ideal opportunity to help them learn about earning, spending, and saving.
Considering Paying Cash for Your House? Opt for Carrying a Mortgage Instead
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to look at a client situation where a couple was able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage.
The Triple Tax Benefit of Health Savings Accounts
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).
Tax Benefits for Child Daycare Providers and Users
Special tax benefits are available for those providing daycare services for children and the parents who pay for those services. We take a look at the various tax deductions daycare providers may use and the childcare tax credit that the parents may claim.
Using Trusts in Your Estate Plan Largely Depends on Your Intent
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, and how they work with the client to determine the ultimate goal for passing on their wealth.
Advance Child Tax Credit and EIP Must Be Reconciled on Your 2021 Return
Many taxpayers received advanced payments of the Child Tax Credit in 2021. This must be reconciled on your 2021 tax return.
Building Blocks for Financing College with Less Debt
Financing a college education with the least amount of debt requires planning, savings discipline, an understanding of financial aid, smart college research, and good decision making at college time.
How Can a Nonworking Spouse Qualify to Fund an IRA?
A frequently overlooked tax benefit is the spousal IRA, which allows a nonworking or low-earning spouse to contribute to his or her own IRA, as long as his or her spouse has adequate compensation.