The IRS unveils a groundbreaking $1 billion penalty relief initiative for 4.7 million entities hit by pandemic-related back taxes. Targeted at those with incomes below $400,000, this move aims to ease the burden on individuals, businesses, and tax-exempt organizations.
Unlocking the investor’s mind: how personality shapes wealth outcomes! Are you an adventurous risk-taker or a cautious planner? Find out more!
Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.
Did you know that consumers are contacted by debt collectors about medical bills more than any other type of debt? Fortunately, there have been changes to the way medical debt is reported on credit reports.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying down her student debt.
When fuel costs are high, businesses must decide whether to absorb them or pass them on to consumers, which could reignite inflation across the economy.
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.
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your medical spending.
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.
Chief Investment Officer Troy Harmon, CFA, CVA, teams up with Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate economic changes.
