The Sandwich Generation
If you find yourself torn between providing care for your parents and raising your own children, you are considered part of the Sandwich Generation. We provide some tips for those stuck in the middle.
Want to Relieve Stress in 2023? Start Building Your Emergency Fund
Did you know roughly three out of every five people are currently living paycheck to paycheck? If you’ve made a New Year’s resolution to become more financially stable, the most important step you can take is to start building your emergency fund.
Cognitive Decline Can Increase Difficulty in Managing Finances
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to review a senior investor’s situation and how she can protect her money should she cognitively decline. Unfortunately, aging increases the risk of natural cognitive decline, dementia, or side effects from medications, putting seniors in a vulnerable position for financial abuse.
Planning On Buying a New Electric Vehicle and Claiming a Tax Credit? Better Read This First
Although the credit for purchasing a new electric vehicle can still be as much as $7,500, Congress has added some new stringent qualifications as to which vehicles qualify, and for the first time Congress has limited who qualifies for the credit by barring the credit to higher income taxpayers.
Optimal Financial Advice is Based on Open Communications
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to address a couple of investors who have been saving to the detriment of living. Their former adviser gave them pushback if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan.
Applying for a Mortgage
Since most people finance their home purchases, buying a home usually involves applying for a mortgage. We cover some basic information to help guide you through the process.
Making Your Retirement a Priority Even When Times are Tight
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track.
Debt Optimization Strategies
Go a little crazy with your spending during the holidays? If you have debt, it is crucial to understand the terms, interest rates, payment terms, prepayment, and penalties.
Investing as a Couple: Getting to Yes
If your holidays included a ring as a present—congratulations! However, disagreements about money are often a source of friction between couples. Learn how can you bridge that gap between your different styles of investing.
Three Ways to Help Simplify Your Finances
Over time, finances tend to get complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances may help free up more time to focus on your financial priorities.