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.
Every day, women face a variety of risks to their life, their health, and their property. Although you can’t eliminate many of these risks, you can take steps to guard against resulting financial losses. Insurance is the primary way to provide needed protection.
A failed business, a contemptuous divorce, or even a disability—all could cause devastating financial issues. Can a creditor come after your retirement savings? We answer in our Financial Tip.
Recent studies reveal an alarming trend: The percentage of older Americans with debt is at its highest level in almost 30 years, and the amount and types of debt are on the rise.
Now that you’re working remotely, are you considering moving to a state with no state income tax? Before you do, do your homework.
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.
Emergencies often cost money—car repairs, hospital bills, lost job, etc. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises.
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.
The “Money Talks” Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.”
The more your business and personal outlays become entwined, the harder it is to manage your company’s cash flow, payroll, and taxes. We explore three key reasons to draw a clear line between your business and personal finances.
