The “Money Talks” experts delve into a situation where a couple who own a business together are divorcing. They cover the many reasons a business valuation would benefit the company and how it may be used in determining an equitable divorce settlement.
The “Money Talks” hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors need to consider the Net Unrealized Appreciation they have in their company stock.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, to discuss a common situation for young professionals—student loan debt. They discuss repayment options and loan consolidation.
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.
This week on “Money Talks,” your hosts delve into a couple’s situation where they are increasing their emergency reserve and want to protect the purchasing power of their liquidity. The planners discuss why it may not be best to chase the highest yield and the different cash equivalents for short-term money.
This week on “Money Talks,” your hosts discuss the circumstances of a business owner who has a 10-year plan to transition his ownership to employees but is concerned about what can happen in that time. They discuss buy-sell agreements, which are contracts to buy and sell a departing business owner’s interest.
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, to talk about cost basis, and the importance of keeping good records, so you can substantiate your gains or losses at tax time.
Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss how some seniors who no longer itemize deductions after tax reform may be able to take advantage of qualified charitable distributions to lower their taxes.
