Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an it could be significantly reduced before passing to the heirs.
Fall is the time when many high school seniors narrow their college lists and start applying to colleges. To help answer “how much does college cost?” you can use a net price calculator, which is available on every college website.
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.
Family businesses often fail just the same as others do. If you truly want to make sure that yours gets off on the right foot, we provide a few key things to keep in mind.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected through life insurance.
A letter of instruction could be just as important as a Will to help your heirs settle your estate and move forward with their lives.
Parenthood can be both wonderfully rewarding and frighteningly challenging. You want to make sure that they are financially secure, but meeting expenses can be tough. Fortunately, you can take steps to prepare.
There have been four student loan payment pauses since the start of the pandemic. The latest pause extends repayment obligations for federal student loan borrowers to January 31, 2022.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Consultant Jessie Thomas, CPA, of Henssler CPAs & Advisers, and fellow Research Analyst Jacob Keen, CFA. Jessie shares some insight into the Advance Child Tax Credit and how taxpayers who had a child in 2021 can receive their credit.
