Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine financial stability.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Giuliana Barbagelata, CFP®, advise for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns.
A 2023 survey found 56% of Americans saying a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who think college is worth it.
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your medical spending.
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.
