Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.
This week on Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Associate Michael Griffin, CFP®, who bring a discussion on the importance of both spouses being involved in the financial planning process, and how important it is for both spouses to plan for retirement should something happen to the other.
Tax Manager John Dickson, C.P.A., CFP®, CVA, joins Troy Harmon, CFA, CVA, and K.C. Smith, CFP®, to highlight some of the major changes from tax reform that will affect nearly everyone’s 2018 taxes. He discusses what you should watch out for, moves you should consider if you know you’re losing some itemized deductions, and how tax projections can help you determine how to best position your money.
This week, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Director of Insurance Planning, Jim Crone, CLU®, CFS®. Jim leads a discussion on long-term care insurance, and the options investors have when shopping for LTC coverage, including traditional carriers and hybrid policies.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss how risk tolerances are affected by your time horizons, and what happens with your financial plan and time horizons when you’re blindsided by a life event.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.
Research Analyst Nick Antonucci, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss navigating company-sponsored group health care coverage, and offer tips on how to make the most of your health care dollars.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common situation for young investors: Finding the balance between saving for retirement and paying down debt like student loans.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Dan DiLuzio, C.P.A., and Managing Associate D.J. Barker, CWS®, to discuss a unique way to preserve our natural resources while getting a tax deduction with conservation easements.
Tax Manager John Dickson, C.P.A., CVA, CFP®, joins Troy Harmon, CFA, CVA, and K.C. Smith, CFP®, to share some unique tax opportunities for Georgia residents: Georgia Film Credits and Georgia’s Rural Hospital Tax Credit. He explains the benefits of applying for tax credits and how the Rural Hospital Tax Credit can also qualify for a charitable deduction on your federal return.
