This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Client Relationship Manager—Retirement Services, Justin Wagner, AIF®, and Associate Peter Lynch discuss the situation of an investor who wants to borrow from his 401(k) for an emergency.
For the month of May, our Research Analysts are watching the debt ceiling showdown in Congress, first quarter’s earnings reports, and the odds our economy is headed into a recession.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how you could place your cash reserves in a high-yield savings account, but you may be able to get a higher interest rate in a money market mutual fund through your brokerage firm.
Combining finances can be complicated for any couple, but the challenges become more complex the second time around, especially when children are involved. We provide some ideas to consider if you are combining households sometime soon.
Approximately 50% of all Gen Z respondents to one survey, engaged in freelance work of some kind. Bookkeeping and taxes present significant challenges to those choosing to go down this path.
Have you thought about how your business would be impacted by the death or disability of you (the owner) or another key employee? It’s important that you create a plan to protect your business from such a loss.
Retirement might seem worry-free, but there can be challenges when managing their income, and how taxes affect them, including how taxes affect to Social Security and Medicare and when to tap taxable and tax-advantaged accounts.
In this Planning Priorities episode, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains how just 1% can make a difference in your retirement savings.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Giuliana Barbagelata, CFP® team up to discuss an investor whose deposits have well-exceeded the FDIC insurance limit at his bank. They offer solutions to protect his liquid assets.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains what investors need to do to plan for health care costs in retirement. EBRI estimates couples 65 and older will need between $212,000 and $383,000 to cover their health care costs in retirement.