Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains that adding rental properties to your portfolio can boost cash flow and build wealth; however, some may want to consider REITs for liquidity. Make informed decisions to secure your financial future.
Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in real estate in retirement, as they see their rental units providing a positive cash flow.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains the complexities of illiquid assets like fine art, real estate, and collectibles. These assets are tough to sell quickly without incurring losses and can lead to financial shortfalls in urgent situations.
Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, how with a special tax strategy you can pay ordinary income tax on your company stock’s cost basis at distribution and long-term capital gains tax on the appreciation.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor with a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be applicable.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses using indicators to time trades perfectly, versus focusing on long-term investing, dollar cost averaging, and building a diversified portfolio tailored to your goals and risk tolerance.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains that when kids come into money, whether from chores, part-time jobs, or inheritances, parents often step in as custodians.
This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans.
