This week in our “Money Talks” case study, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP®, to address a couple who have entered the empty nest phase of their life. The financial experts discuss how this life event comes with several financial changes and opportunities.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that financial goals change as life happens. While your financial plan should look at least 10 years out, it’s not the same plan you will have 10 years from now.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to address a couple of investors who have been saving to the detriment of living. Their former adviser gave them pushback if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how missing out on a small amount in your early saving years could make nearly a $100,000 difference in your retirement account.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when clients go through a divorce, an adviser can go from one client — the couple — to two individual clients who are looking out for themselves. Because of the adviser’s fiduciary duty, they cannot provide advice that would be a disservice to the other spouse.
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.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks back at 2022’s stock market and provides his outlook on what could be in store for both the stock market and the economy in 2023. Read the article at the Marietta Daily Journal. This article is for demonstrative and academic purposes and is meant…
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the changes the SECURE Act 2.0 will make to required minimum distributions, catch-up contributions, 401(k) plans and more.
