Many women have financial needs that are unique to their situation in life. With a financial plan in place, you’ll be better able to focus on your financial goals and understand what it will take to reach them.
If you’re a young adult, chances are you’ve been introduced to the realities of adulthood. While you’re excited by the opportunities, the millennial generation faces a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.
The sheer number of available jobs has been running far above the number of unemployed job seekers. We explore what this means for workers.
Managing Associate K.C. Smith, CFP®, CEPA, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.
In this “Money Talks Minute” Bil Lako, CFP®, explains how buying a home can be stressful, and that your first step is to determine how large a mortgage you can afford by considering your gross monthly income, housing expenses, and long-term debt.
Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule.
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but before doing so be sure you understand the risks as well as the potential benefits.
The COVID-19 pandemic in 2020 led to a surge in demand for vacation/second homes. If you are thinking about buying a vacation home, we cover 3 things to consider before taking the plunge.
The U.S. Department of Education announced a record sixth extension for federal student loan repayment, interest, and collections, through August 31, 2022. We explain what this means for you.
Managing Associate D.J. Barker, CWS®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Client Relationship Manager Justin Wagner, AIF®, to lead a discussion on financially helping your adult children, including where to find the money and what might be the cost.
