Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, CPA, Tax Manager with Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.
Unlock the Benefits of a Health FSA! Learn how an FSA empowers employees to tackle medical expenses tax-efficiently. No federal income or employment taxes on contributions, and reimbursements for qualified medical expenses are tax-free.
Money matters can stir up trouble in relationships when saving meets spending head-on. We look at how couples can bridge the gap, appreciate differences, and build a solid financial foundation
Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch advise a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, advise a couple who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets.
Invest in your child’s bright future in 2024! We explain why 529 plans are more flexible than ever, and why you should consider a 529 plan for tax-free education savings.
Imagine safeguarding your family’s future even if the unexpected happens. That’s where life insurance steps in. Discover the basics of life insurance coverage—your key to ensuring a financial safety net for your loved ones.
Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline.
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.
