Rising Oil Prices Could Pose the Latest Threat to the Economy
When fuel costs are high, businesses must decide whether to absorb them or pass them on to consumers, which could reignite inflation across the economy.
Life’s Unexpected Twists: Why Insurance Is a Cornerstone of Your Plan
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine financial stability.
HDHP/HSA Pairing May Help Control Medical Costs
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your medical spending.
Rethinking Paradise: The Financial Considerations of a Second Home
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions.
Managing Retirement Anxiety: Find Peace of Mind with a Robust Financial Plan
Chief Investment Officer Troy Harmon, CFA, CVA, teams up with Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate economic changes.
2024 Key Numbers for Health Savings Accounts
Embrace healthier savings! The 2024 HSA limit increases mean you can supercharge your medical fund even more.
Time to Bulk Up Your Emergency Fund
Unexpected expenses can pop up at any time – that’s where an emergency fund comes to the rescue! Having a financial safety net gives you peace of mind and helps you tackle life’s curveballs with confidence.
Three Benefits of Dollar Cost Averaging
Associate Josh Weidie, CFP®, CWS® explains the three main benefits of dollar cost averaging and how you may be using this strategy and not even realize it.
Tax Implications of Student Loan Forgiveness
Fixes to Income Driven Repayment plans will discharge around $39 billion in Federal student loans, affecting more than 804,000 borrowers the coming weeks—but what is the tax implication?
Making the Most of Inherited IRAs for Spousal Beneficiaries
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor must to consider when to access the money, taxes, and plans for his family’s future.