Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, join” Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies, and waiting periods before benefits begin.
Throughout your life, your need for life insurance will change, but how much do you need? There are a number of approaches to help determine how much life insurance you should have. We look at three of those methods.
The Inflation Reduction Act of 2022 includes a variety of provisions, including substantial green energy incentives, reduction of Affordable Care Act insurance premiums, IRS funding, corporate minimum tax, and more. We explore how this will affect you.
Just as your wealth goes through transitions throughout your life, so does the need for life insurance. It’s important to coordinate your insurance coverage with your current needs.
The possibility of having higher taxes in retirement shines a new light on the tax advantages of life insurance.
Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS® are joined by Director of Insurance Planning Jim Crone, CFS®, CLU®, who explains how and where annuities work best and that there is nothing an insurance company can invest in that isn’t already available in the marketplace.
Life insurance policies may include provisions that allow you to access some or all of the death benefit while you are living, which may benefit your family if you have a terminal, chronic or critical illness.
The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).
A severe storm or other catastrophic event often strikes with little warning, can result in costly damage to your home, and puts your family’s safety at risk. Being prepared may help you make it through a natural disaster safely.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits.
