Charitable Giving
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Michael Griffin, CFP®, to discuss charitable giving.
Taking Social Security Benefits and Preserving More of Your Portfolio
Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a case study on a couple who delay Social Security but are taking required minimum distributions from their IRA.
How Much to Save to a 401(k)
This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Justin Wagner, AIF®, a Client Relationship Manager in our Retirement Services division, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving the bare minimum to their 401(k) accounts and how much they should really be saving.
Liquidity Needs That Don’t End at Death
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Peter Lynch to discuss a common problem many families can have: lack of liquidity in an estate. They discuss ways to get liquidity and how planning is essential to pass assets and property to heirs.
IRS Proposes Regulations to Limit Charitable Organizations that Provide a State Tax Credit
Tax Manager Dan DiLuzio, CPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss recent IRS guidance on charitable donations that allow taxpayers to claim state tax credits designed to offset the limited state and local tax deductions.
Planning Becomes a Priority 10 Years Prior to Retirement
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Melanie Wells, CFP®, to discuss the planning priorities for a couple who have been do-it-yourself planners, and are now 10 years away from retirement. The planners cover what the investors should look at and some of the more common issues pre-retirees should address.
Early Retirement Withdrawals Likely Have More Drawbacks than Benefits
This week on “Money Talks” Research Analyst Nick Antonucci, CVA, and Managing Associate K.C. Smith, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a situation where investors want to borrow short term from their retirement accounts. K.C. covers the rules, the drawbacks and the best alternatives available.
Concentration Risk Makes The S&P 500 Not the Best Benchmark
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S&P 500 index as a benchmark, the problems with chasing returns and portfolio risk.
Managing RMDs When You Don’t Need it to Pay for Living Expenses
Senior Managing Associate and Principal Jennifer J. Thomas, CFP® and Tax Consultant Jessie Thomas, C.P.A. join Chief Investment Officer Troy Harmon, CFA, CVA for a discussion on planning for the first required minimum distribution from tax deferred retirement accounts at age 70 ½.
Carefully Consider Your Expenses Before Overborrowing for College
Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Associate Peter Lynch in a discussion on borrowing responsibly for college education costs, and how much overborrowing can cost a student.