Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds.
There’s no “right” answer for when to take Social Security. It’s an individual decision that must be based on many factors, including other sources of retirement income, your marital status, whether you plan to continue working, your life expectancy, and your tax picture.
Bil Lako, CFP®, explains that once the children are on their own, empty nesters may have plenty of planning opportunities.
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They discuss why the advice is designed for their circumstances and how not heeding the recommendations can put them behind.
On August 24, President Biden announced federal student loan debt which includes up to $10,000 in loan relief and up to $20,000 in loan relief to borrowers who received a Pell Grant.
If you’ve decided graduate school is is in your future, remember returning to school as an adult often involves financial sacrifices. How will you pay for it? Personal savings, financial aid, employer-funded tuition, and private loans may be available to you, and education tax credits might help out at tax time.
Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to discuss the situation of a retired senior who is considering suspending his Social Security benefits and returning to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits based on his earnings record.
Many women have financial needs that are unique to their situation in life. With a financial plan in place, you’ll be better able to focus on your financial goals and understand what it will take to reach them.
If you’re a young adult, chances are you’ve been introduced to the realities of adulthood. While you’re excited by the opportunities, the millennial generation faces a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.
The sheer number of available jobs has been running far above the number of unemployed job seekers. We explore what this means for workers.
