Relocating? How to Do It with Taxes in Mind
Now that you’re working remotely, are you considering moving to a state with no state income tax? Before you do, do your homework.
Failure to Plan Could Result in a Failure in Retirement
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.
Establishing a Financial Safety Net
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.
Engaging the Uninterested Spouse in Family Finances
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.
“Sell in May and Go Away” is just Quack
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.”
3 Reasons to Keep Your Personal and Business Finances Separate
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.
Charitable Giving in 2021
Tax Consultant Jessie Thomas, CPA, provides some considerations for donating to charitable causes in 2021, including deductions if you are unable to itemize, deduction limits on property, and the benefit of a donor-advised fund.
Becoming Financially Literate
In this episode of Planning Priorities, Associate Michael Griffin, CFP®, shares some tips for those just starting out on how to become financially literate and stay on track for your financial future.
More Money, More Taxes
The “Money Talks” Experts provide insight into the current tax season and tips for those who owe more than expected this year.
Should I contribute to the traditional 401(k) or the Roth 401(k)?
In this episode of Planning Priorities, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains the different tax treatment of the options in your 401(k) plan and how to determine which option may work best for you.