Avoiding Financial Pitfalls
You’d think as you mature, you’d be better able to handle your money. However, you can encounter pitfalls at any age! In this Money Talks Minute, Bil Lako, CFP®, warns you of the mistakes to avoid.
Congress Tells Treasury to Expect SECURE 2.0 Technical Fixes
With nearly 100 provisions covering all types of retirement savings plans, the SECURE 2.0 Act actually had a few glitches. Congress has announced they will introduce legislation to correct “problematic language.”
Learn, Plan, and Secure Your Financial Future
Regardless of what stage you’re at—whether you’re just starting out or if you’re a savvy investor—in this episode of Planning Priorities, Managing Associate Melanie Wells, CFP®, will provide tips on becoming a more informed investor.
Essential Lessons: From Boomerang Kids to Financial Freedom
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence.
As Your Parents Age, Help Them Protect Their Finances
The elderly and financially vulnerable are often targets for financial exploitation. Look for warning signs that your parents have been victimized, or are at risk of being financially influenced, manipulated, or coerced.
From Joint Ownership to Installment Sale: How an Investor Overcame Tax Hurdles
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan.
Debt-to-Income Ratio
In this Money Talks Minute, Bil Lako, CFP®, explains how evaluate the money you have coming in compared to your obligations.
Financial Planning: Helping You See the Big Picture
Have goals like saving for retirement, saving for college, establishing an emergency fund, providing for your family, or minimizing taxes? These can all be accomplished through financial planning.
When Emergency Strikes, Should You Tap into Your 401(k)?
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Client Relationship Manager—Retirement Services, Justin Wagner, AIF®, and Associate Peter Lynch discuss the situation of an investor who wants to borrow from his 401(k) for an emergency.
Yours, Mine, and Ours: Financial Tips for Blended Families
Combining finances can be complicated for any couple, but the challenges become more complex the second time around, especially when children are involved. We provide some ideas to consider if you are combining households sometime soon.