Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP® to provide advice to two investors with lump sums they want to invest; however, they have very different planning needs.
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
If your traditional IRA is invested in stocks and/or mutual funds, the recent substantial downward slide by the stock markets may provide a unique opportunity to convert your traditional IRA to a Roth IRA at a low cost, and then benefit when the markets recover.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to guide a couple of investors with differing opinions on how much they should rely on Social Security in their financial plan.
There’s no “right” answer for when to take Social Security. It’s an individual decision that must be based on many factors, including other sources of retirement income, your marital status, whether you plan to continue working, your life expectancy, and your tax picture.
Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and a Financial Planner to cover a situation with a couple of investors who retired last year and are concerned that the near 20% market drop has derailed their retirement plan.
If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. We cover some points to help you stay clear-headed during periods of market volatility.
In our latest episode of Planning Priorities, Managing Associate Jarrett McKenzie, CFP®, CWS®, explains the losses that many investors have experienced in their IRAs have created a prime opportunity for a strategy known as a Roth conversion.
Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager – Retirement Services, and Giuliana Barbagelata, CFP®, Senior Financial Planner, to discuss a case study on managing your 401(k)s when you change jobs.
In this Money Talks Minute, Bil Lako, CFP®, highlights how important it is to have a financial plan for retirement so you can achieve your goal of not outliving your assets.
