Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the may options of group health care coverage.Recent graduates who are accepting jobs might think that they’ve got an easy ride since their new employer offers a group health plan. Truth is, navigating the options in group health plans can be complicated. Read the Article This…
Love & Marriage: it starts with mapping out your financial future together. Being on the same page is a step to making it a partnership that will last! We explain in this week’s Financial Tip.
Senior Associate Jarrett McKenzie, CFP®, CWS®, discusses the tax benefits health savings accounts provide when saving money for health care costs.
Research Analyst Nick Antonucci, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss navigating company-sponsored group health care coverage, and offer tips on how to make the most of your health care dollars.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that money is worth more today than an identical amount in the future because of its potential earning capacity. This is how you balance saving for retirement while you still have debt to pay off. Read the Article This article is for demonstrative and academic purposes and…
Stressed out about your student loans? Take a look at the several income-driven repayment plans offered by the federal government. We explain in this Question of the Week.