Planning Priorities: Financial Planning for End of Year
Senior Associate Jarrett McKenzie, CFP®, CWS®, highlights some of the important year-end financial planning items that should be addressed before the chaos of the holidays begin.
New Year: Time to Get Your Financial House in Order
Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a common trend at the beginning of the year: getting one’s financial house in order. They discuss the ideal debt-to-income ratio, how it affects your ability to get a mortgage, and how to improve your debt-to-income ratio.
Tactical year-end financial moves to help improve your financial situation
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that if you own stocks or mutual funds, there are some moves at year-end that might help your financial situation. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
Tactical Year-End Financial Moves to Help Improve Your Situation
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Melanie Wells, CFP®, to take a closer look at some of the year-end financial moves you can make.
Are You Ending 2016 Healthy, Wealthy and Wise?
Just as you see your doctor yearly, think of a year-end review as an annual physical for your money. We explain in this week’s Financial Tip.
Don’t Forget About Year-End Investment Planning
Before year-end, consider meeting with your financial adviser to review your investments. Read why in this week’s Financial Tip.
Healthy Resolutions Can Pay Off (Literally)
If you made a New Year’s Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That’s because healthy habits can benefit your wallet as well as your body.
Don’t let 2015 be another year of empty resolutions
The decisions you make today will affect how well you are prepared for what lies ahead. We explain in today’s Marietta Daily Journal. Read the Article
Retirement Accounts Need Some Year-End Attention
In the midst of all the upcoming holiday fuss, you need to keep track of the year-end deadlines for contributions and distributions from your retirement accounts.
Why Should I Avoid Mutual Funds in December?
The hosts of “Money Talks” discuss the economics of both spouses working once they have had children. The experts also talk about some of the tradeoffs a stay-at-home parent should consider and some options for keeping your skill set while raising a family.