In the News: The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the order in which retirement assets should be withdrawn.
The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, help a couple of investors consider the most tax advantageous way to withdraw their retirement funds.
In the News: Securing your legacy: understanding beneficiary designations for 401(k)s and IRAs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the importance of updating your beneficiary designations with your 401(k) plan whenever there is a major life event like marriage, divorce, birth, or death.
Securing Your Legacy: Understanding Beneficiary Designations for 401(k)s and IRAs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change the distribution of his 401(k) should something happen to him.
In the News: The critical consideration of health insurance for non-working spouses in retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the importance of understanding your health care insurance coverage when heading into retirement.
The Critical Consideration of Health Insurance for Non-Working Spouses in Retirement
Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A.
In the News: Key estate planning considerations for unmarried couples
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if remaining unmarried partners is a simpler alternative to marriage, it is crucial to work out the intricacies of your estate plan with your advisers.
Key Estate Planning Considerations for Unmarried Couples
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust.
In the News: The Secure 2.0 Act: Empowering student loan borrowers and retirement savings
As seen in the Marietta Daily Journal, Bil Lako, CFP®, details how the Secure Act 2.0 included provisions that could help with resuming student loan payments and money remaining in a 529 plan.
The Secure 2.0 Act: Empowering Student Loan Borrowers and Retirement Savings
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan.