Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions.
When seniors reach the point where they can no longer care for themselves, challenges can begin to mount, and you’ll quickly learn if you have planned well or if there are gaps in your elder care plan.
With student loan payments resuming soon, be on the lookout for scam artists posing as legitimate debt relief companies, promising to help repay loans.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family.
Is the news cycle stressing you out? One way to avoid becoming distracted and anxious amid scary headlines is by having a sturdy framework to help guide your spending, saving, and investment decisions.
Military families face plenty of financial challenges. If you’re saving for college or retirement, buying a home, or wondering how to help secure your family’s financial future, don’t overlook these five important benefits.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust.
Many students hold a summer job during their time off from school. Here are some tax issues that should be considered when working a summer job.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence.
The elderly and financially vulnerable are often targets for financial exploitation. Look for warning signs that your parents have been victimized, or are at risk of being financially influenced, manipulated, or coerced.
