Managing Associate Shawna L. Theriault, CFP®, C.P.A., and Principal Bil Lako, CFP®, explore a listener’s decision whether to rent or buy a house with the profit from the sale of the family home after a divorce. They take a closer look at the tax advantages and lifestyle choices that come with home ownership.
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, and Principal Bil Lako, CFP®, lead a conversation about when a household should seek financial guidance from professionals and the type of experts you may want to consult when seeking help with your finances, investments and planning for your future.
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to address a listener’s concern that following our Ten Year Rule would cause one to lose principal in terms of purchasing power. They discuss how the Ten Year Rule works in periods of recession and inflation, giving examples of how our investment strategy works.
Insurance Expert Jim Crone, CLU®, CFS®, brings a case study about an investor who was sold annuities inside his IRA—something most financial planners would not recommend. Jim also discusses Qualified Longevity Annuity Contracts, an annuity that may help stretch your IRA until you reach old age.
Managing Associate K.C. Smith, CFP® and Senior Associate, Jarrett McKenzie, CFP®, CWS® explore the situation of a couple who are directing their investments into mutual funds. The experts discuss the benefits of mutual fund diversification, the fees associated with owning shares and some issues to watch out for.
Shawna Theriault, CFP®, C.P.A. and Jennifer Thomas, CFP®, discuss the options available for meaningful charitable giving, including establishing charitable trusts, family foundations and donor advised funds.
Tax Manager Dan DiLuzio, C.P.A., leads the group in a case study discussion about year-end tax moves for individuals and businesses, some of the notable changes for the 2017 tax season and some of President-elect Trump’s proposed tax law changes.
Senior Associate Jarrett McKenzie, CFP®,CWS®, and Principal Jennifer Thomas, CFP®, delve into a case study of a couple who are taking more money than they need out of their retirement accounts because of required minimum distributions. The planners discuss ways to minimize the RMDs and how to reinvest the assets.
In this week’s case study, Managing Associate D.J. Barker, CWS®,leads a discussion on investing with a fixed-income focus; how fixed income can provide peace of mind during the next administration and how the Ten Year Rule can help eliminate an emotional reaction to the market’s movements.
Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.
