Beyond Inheritance: The Executor’s Essential Role in Settling an Estate
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and estate planning attorney Arun Gupta to break down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor.
In the News: Building a legacy: Strategic charitable giving options for investors
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores two charitable vehicles—donor advised funds and family foundations—that can allow families to turn annual giving into a philanthropic legacy.
Building a Legacy: Strategic Charitable Giving Options for Investors
Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
In the News: Is your retirement plan on track? How to know in your 40s and 50s
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why your 40s and 50s are the perfect time to reassess your goals and catch up on retirement savings. Learn why a review is key to optimizing your strategy for the future.
Is Your Retirement Plan on Track? How to Know in Your 40s and 50s
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
In the News: Prepare for 2025: Key changes to 401(k) and IRA rules under SECURE 2.0
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the big changes that are coming to your retirement plans in 2025! From increased 401(k) catch-up contributions to new automatic enrollment rules, the SECURE 2.0 Act is set to impact how you save for the future.
Prepare for 2025: Key Changes to 401(k) and IRA Rules Under SECURE 2.0
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs.
In the News: Avoiding costly mistakes: Managing an IRA post-separation
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how one investor needed to take control of her retirement accounts after a big life change. From updating beneficiaries to avoiding penalties, there’s a lot to consider!
Avoiding Costly Mistakes: Managing an IRA Post-Separation
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.
In the News: Estate and tax planning in a changing political landscape
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with there are many factors in the near future that could impact your financial picture. While we can’t predict new laws, now is the time to review your estate plans and consider gifting strategies.