Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for conversion.
Survey says: Nearly three quarters of workers and 77% of retirees in a recent survey said they remain at least somewhat confident that they will experience a comfortable retirement. See if your long-term financial-planning priorities are in line.
Many employers have begun automatically enrolling their employees in their company’s 401(k) plan. Without doing anything, you’re on your way to saving for retirement. But don’t just assume that the investment decisions your employer has made on your behalf are right for you.
Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule.
Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if they are on track.
If this is the year you plan to retire, you have five you have five critical financial moves to make before you do.
Instead of test-driving your retirement plan in your 50s, imagine you’re starting over with about of the assets. If this hits close to home, you’re not alone. Your first steps should be reestablishing your emergency fund and understanding your new cash flow.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.
On January statements, custodians likely notified investors of their account balances as of Dec. 31 and provided a calculation of the RMD for the year. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and a Financial Planner to share four important rules to remember when planning your required minimum distributions.
