Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for conversion.
Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains while you may be focused on making your blended family work, there are estate planning concerns like providing for children from a previous marriage, that often take a backseat to daily life.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that saving without a goal is like stuffing money away, never looking at it, never knowing how much is there, and never knowing if it is enough.
Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if they are on track.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that almost 40% of the $60 million of income tax credits through the Georgia HEART Hospital Program have already been claimed for the 2022 tax year. The Georgia HEART Program Will Begin Accepting Pre-Applications May 16!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores options for lending money because parents will do whatever it takes to help their children—even if it means risking their financial future.
Managing Associate D.J. Barker, CWS®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Client Relationship Manager Justin Wagner, AIF®, to lead a discussion on financially helping your adult children, including where to find the money and what might be the cost.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that despite all that has happened in the first quarter, a Ten Year Rule investment strategy should be favorable in the long run.
