Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but being reluctant to invest it with the stock market and real estate at all-time highs, and rates on fixed-income investments are as low as ever.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs.
This week in the Marietta Daily Journal, Bil Lako, CFP®, explains even if divorce happens to you later in life, there is still time to recover and take control of your finances with the help of a trusted adviser. Read the article here. Disclosures: The investments referenced within this article may currently be traded by…
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Melanie Wells, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, in providing some advice for an investor in his 50s who finds himself with substantially fewer assets after his divorce. The financial Experts give a laundry list of areas that need re-examination now that his financial goals have changed.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Arun Gupta, an estate planning attorney with Reeves Law, PC, to answer a listener’s question on whether a Will should consider money that transferred by beneficiary designation. They discuss language the Will may contain that would give the executor guidance as well as options for the executor and heirs to consider.
This week in the Marietta Daily Journal, Bil Lako, CFP®, explains that underestimating retirement costs one of the leading way seniors fail in retirement. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current,…
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, to take a closer look at a couple who realized that it is possible to fail at retirement. Justin and K.C. highlight some of the mistakes and pitfalls retirees make that could derail their financial security in their golden years.
This week in the Marietta Daily Journal, Bil Lako, CFP®, highlights that your spouse may not care about the beta of your retirement portfolio, but there is a very good chance that he or she is concerned about how much risk you’re taking with your financial future.
Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the importance of including an uninterested spouse in household financial and investment conversations. They consider patterns seen among clients and how, as advisers, they work to meet each spouse on a level that they understand.
This week in the Marietta Daily Journal, Bil Lako, CFP®, reminds those who filed a tax extension should get their 2020 returns completed soon to minimize penalties and interest on unpaid taxes due.
