Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if remaining unmarried partners is a simpler alternative to marriage, it is crucial to work out the intricacies of your estate plan with your advisers.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, details how the Secure Act 2.0 included provisions that could help with resuming student loan payments and money remaining in a 529 plan.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how an installment sale was able to help an investor spread out the capital gains on the sale of a highly appreciated property.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the recent happenings and reactions in the stock market and how investors should proceed.
