Research Analyst Nick Antonucci, CVA, CEPA, Senior Associate Melanie Wells, CFP®, and a Financial Planner provide a list of financial moves for a couple of investors looking to start the new year on the right foot financially.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to work through the complicated situation of having multiple retirement accounts that require individual required minimum distributions. With plenty of room for error, paying close attention to RMDs is necessary.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how all inheritances are not equal, so banking on such a windfall to fund your retirement is generally a bad idea.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an it could be significantly reduced before passing to the heirs.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the tax changes in the Nov. 5 Infrastructure Investment and Jobs Act, and what may be included in the Build Back Better bill.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Financial Planner Adam Stadalius, CFP® to discuss early retirement offers, and some of the benefits to look for in the severance package offered.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to discuss 401(k) participants’ interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a financial adviser should be taking the time before investors retire to discuss the spending stage of retirement.
Senior Associate Melanie Wells, CFP®, and a Financial Planner join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple who are worried about the transition in retirement from accumulating money to spending money. The investors are concerned that they won’t enjoy retirement because of the unease they feel not receiving a paycheck.
