Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss how risk tolerances are affected by your time horizons, and what happens with your financial plan and time horizons when you’re blindsided by a life event.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can profit from your business, minimize your capital gains, and benefit a charity by creating a charitable trust. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
Making one debt payment instead of many may help you keep your debt under better control, but you may end up paying more in interest over time. We explain in this Question of the Week.
IRAs were meant to fund your retirement, so the IRS penalizes you if you withdraw from your account prior to age 59½. Learn the details in this week’s Financial Tip.
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.