Creating Your Own Operation London Bridge
Having a comprehensive end-of-life plan can significantly ease the burden on family members during a highly emotional period.
Optimal Financial Advice is Based on Open Communications
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.
A Financial Adviser’s Fiduciary Responsibility During a Clients’ Divorce
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how when clients divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves.
Five Common Family Tax Mistakes
Are you renting a home from a relative? Have your parents given you a loan? We look at five common situations and the tax issues that can arise!
Investing as a Couple: Getting to Yes
If your holidays included a ring as a present—congratulations! However, disagreements about money are often a source of friction between couples. Learn how can you bridge that gap between your different styles of investing.
Tax Benefits for Holiday Family Employment
Along with the holidays comes a lot of extra work for many family-run businesses, which may require putting the kids to work and having a spouse help out over the busy time.
Leaving Your IRA to a Non-Spouse Beneficiary
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
A 529 Plan Can Help Jump-Start Your College Fund
Building a college fund, even a small one, can help families feel more in control and less stressed during the college research and admission process. Think of a college fund as a down payment.
Take Advantage of an Empty Nest
Bil Lako, CFP®, explains that once the children are on their own, empty nesters may have plenty of planning opportunities.
2023-2024 FAFSA Opened on October 1
The Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opened on October 1, 2022. Here are some things you should know.