Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, team up to address a couple’s question on how to budget for health care costs in retirement, as reports show retirees can need anywhere between $212,000 and $383,000 for health care costs.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, to provide advice to an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order.
College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, we provide details on three federal tax benefits that might help put a few more dollars back in your pocket.
If you find yourself torn between providing care for your parents and raising your own children, you are considered part of the Sandwich Generation. We provide some tips for those stuck in the middle.
Did you know roughly three out of every five people are currently living paycheck to paycheck? If you’ve made a New Year’s resolution to become more financially stable, the most important step you can take is to start building your emergency fund.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to review a senior investor’s situation and how she can protect her money should she cognitively decline. Unfortunately, aging increases the risk of natural cognitive decline, dementia, or side effects from medications, putting seniors in a vulnerable position for financial abuse.
This week in our “Money Talks” case study, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP®, to address a couple who have entered the empty nest phase of their life. The financial experts discuss how this life event comes with several financial changes and opportunities.
If you and your spouse are looking for a way to build your retirement savings but one of you is not working, you might consider funding a spousal IRA, as IRS rules allow a married couple to fund separate IRA accounts for each spouse based on the couple’s joint income.
Having a comprehensive end-of-life plan can significantly ease the burden on family members during a highly emotional period.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to address a couple of investors who have been saving to the detriment of living. Their former adviser gave them pushback if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan.
