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!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a couple should consider a Roth conversion on a year-to-year basis as there are many moving parts to this financial move.
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.
The Consolidated Appropriations Act, 2023, included the SECURE 2.0 Act that can significantly impact and augment your retirement planning strategies. Some provisions apply to individuals while others benefit businesses. We look at the most significant provisions.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss a couple looking to shift money around now to minimize the impact of required minimum distributions in the future. The experts discuss the many moving parts in their financial plan needing consideration before making any moves today.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how naming a competent person as your financial power of attorney can allow you to relax and enjoy the time you have left.
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.
In the early days of a business, you generally want to handle as many day-to-day tasks yourself—including bookkeeping. But as your business continues to grow, your finances become more challenging, which naturally adds complexity to the bookkeeping process.
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.
For February, our research analysts are keeping an eye on the declining earnings reports for fourth quarter 2022, the Fed’s comments that there is still a need for “ongoing increases” in interest rates, and the United States’ relationship with China.