As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a $1.47 million 401(k) balance is every bit of $1.47 million for investment purposes, but it may not be $1.47 million once you enter the distribution phase.
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who may have less than they think in their retirement accounts because they contain all pre-tax funds.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you should consult a financial adviser and CPA for guidance on managing your non-spousal inherited IRA effectively. The wrong move could impact your taxes, potentially pushing you into a higher bracket.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide advice to investors who are dealing with multiple inherited IRA required minimum distributions, governed by different tax rules.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while insurance provides a stable foundation for building your financial plan, the amount of coverage is a balance between your budget and risk management.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine financial stability.
As seen in the the Marietta Daily Journal, Bil Lako, CFP®, explains the gradual steps you can take to help your aging parents with their finances.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Giuliana Barbagelata, CFP®, advise for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when investors suddenly decide on a large purchase, your financial advisor is there to assess your current financial situation and your goals, then chart a course to help you achieve them.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions.
