Commonly Asked Tax Questions
Even if you have someone prepare your tax return for you, you should still understand the basic terms and concepts related to tax terminology. We define the key terms and answer some of the frequently asked questions!
The Benefits of Tax-Advantaged Savings Vehicles
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the investment.
Retirement Savings Should Not be Left on Autopilot
Chief Investment Officer Troy Harmon, CFA, CVA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, deal with an investor who set his 401(k) and forgot about it for 13 years!
Health Insurance Made Simple
The cost of medical care is soaring higher every year, and it’s becoming increasingly difficult (and in some cases, impossible) to pay medical costs out of pocket. Whether you already have health insurance or want to get it, here’s some basic information to help you understand it.
Optimal Financial Advice is Based on Open Communications
Managing Associate Jarrett McKenzie, CFP®, CWS®, addresses 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.
Buying a Home
But buying a home can be stressful, especially when you’re buying one for the first time. Fortunately, knowing what to expect can make it a lot easier.
How Student Loans Impact Your Credit
If you’ve finished college within the last few years, chances are you’re paying off your student loans. What happens with your student loans now that they’ve entered repayment status will have a significant impact — positive or negative — on your credit history and credit score.
Renters Insurance
Renters insurance is important coverage once you move out on your own because, if your apartment burns down, your landlord’s insurance only covers the structure, not your stuff!