Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how when clients divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves.
Are you renting a home from a relative? Have your parents given you a loan? We look at five common situations and the tax issues that can arise!
If your holidays included a ring as a present—congratulations! However, disagreements about money are often a source of friction between couples. Learn how can you bridge that gap between your different styles of investing.
Along with the holidays comes a lot of extra work for many family-run businesses, which may require putting the kids to work and having a spouse help out over the busy time.
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
Building a college fund, even a small one, can help families feel more in control and less stressed during the college research and admission process. Think of a college fund as a down payment.
Bil Lako, CFP®, explains that once the children are on their own, empty nesters may have plenty of planning opportunities.
The Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opened on October 1, 2022. Here are some things you should know.
You’re an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. Not surprisingly, there are pluses and minuses to either option.
You might think celebrities have it all—they usually have cars, homes, jewels, and abundant wealth. However, many are missing a critical component: an estate plan.
