Yes, you want that Porsche. But before you fork over thousands of dollars, ask yourself a series of questions to help you decide if the purchase is really worth it. Learn more in this week’s Financial Tip.
Bil Lako, CFP® explains that you actually want to owe a lot of tax on your investment portfolio because that means you’re making a lot of money. Read the Article
The Social Security Administration has stopped mailing Social Security Statements to individuals under age 60, but you can get your statement online. Learn more in this week’s Financial Tip.
Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss investors who hold on to a concentrated stock position because they don’t want to pay taxes on the gains. They look at General Electric as a current example, and how a concentrated position can be detrimental to your overall portfolio.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward. Read the Article
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common financial planning situation where a family is concerned about protecting assets from an heir’s future ex-spouse.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated. Read the Article
A spouse’s death can be overwhelming. It’s important to take certain steps to move on financially. We explain in this week’s Financial Tip.
This week, Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, joins Chief Financial Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, to share some advice for families when it comes to planning for incapacity, whether it be for aging parents who can no longer take care of themselves, or an accident that leaves you unable to make financial or health decisions for yourself. >