That Tax Refund You Got? Here’s What Money Pros Would Do With It. | Barron’s Advisor
Travis Anderson, managing member at TBH Advisors, connects with Barron’s Advisor’s’ Steve Garmhausen to provide tips on how taxpayers can best utilize their refunds this year. “The first thing we tell people is if you’ve been loaning the government money and you’re getting a refund, the first step is to make sure you’re paying yourself […]
What to Know About the Bill to Repeal Social Security Taxes | U.S. News & World Report
Brett Walters, CFP at TBH Advisors, speaks with U.S. News & World Report’s Maryalene LaPonsie about the “You Earned It, You Keep It Act” which was introduced to eliminate taxes on Social Security benefits. “I think, overall, it’s a good place to start a conversation. The longer we wait, the larger the reforms,” explains Walters. […]
Creating Realistic Retirement Budgets–Tricks Smart Advisors Use | Financial Advisor Magazine
Financial Advisor Magazine’s Ben Mattlin gathers insight from Kate Yoho, financial advisor at TBH Advisors, about how advisors make realistic retirement budgets and how clients usually need to adjust their spending habits once they enter retirement. “They fail to realize that once you retire, it is unlikely you will be satisfied staying home all the […]
Gray divorce can derail retirement. Here’s how advisors can help | Financial Planning
Travis Anderson, managing member at TBH Advisors, connects with Financial Planning reporter Nathan Place on the challenges clients over age 50 who have recently filed for divorce might face and how to best remedy them. “It’s almost like you’re starting over, but with less time. That’s the feeling that exists right out of the gate: […]
The trouble with athletes retiring | Investment News
Phil Reynolds, managing member at TBH Advisors, details his experiences working with professional athletes and the careful process that goes into advising them with Josh Welsh at InvestmentNews. “We don’t want to just tell clients what to do. We want them to understand what we’re discussing and recommending, but also have them collaborate in the […]
This millennial mom ‘charges’ her 6-year-old rent. Experts say it’s not too young. | MarketWatch
Kate Yoho, CFP®, at TBH Advisors, speaks with MarketWatch’s Venessa Wong about if/how parents should teach their young children about personal finance, following a viral TikTok video of a mom who “charges” her children for rent and groceries. “Starting them at that age is great. I love her strategy. It’s good and basic. Kids get […]
Fed Holds Rates Steady, Eyes Three Cuts in 2024: What the Experts Are Saying | Kiplinger
David Merrell, founder and managing member at TBH Advisors, shares his predictions on future Fed rate cuts with Dan Burrows at Kiplinger. “I would not be surprised however, that the Fed moves to forecasting fewer than three cuts in the coming weeks leaving the market to play catch up again due to economic growth, employment […]
More women advisors equal more clients | InvestmentNews
Chevonne Farler, a wealth management advisor at TBH Advisors, speaks with InvestmentNews reporter Josh Welsh about what it is like to be a female advisor and her experiences in the financial industry in recognition of International Women’s Day. “I wanted to help people. I never wanted another woman or child to feel the way that […]
Women in Their 40s Are in Their Peak Earning Years: 5 Ways To Maximize This Paycheck | GoBankingRates
Chevonne Farler, wealth management advisor at TBH Advisors, speaks with GOBankingRates reporter Gabrielle Olya about how women can maximize their paychecks during their peak earnings years. “Allocate savings towards diversified investment portfolios aligned with your specific financial goals, objectives and risk tolerance. Understand that risk tolerance is how much you can ‘stomach’ the ups and […]
Best Jumbo CD Rates: Where to Find Them | The Wall Street Journal’s Buy Side
Brett Walters, CFP, financial advisor at TBH Advisors, speaks with reporter Martha White about what the best jumbo CD rates are and the best places to find them. “If you know when that money’s going out the door, that’s a really good application for it because you’re taking virtually zero risk in the instrument,” explains […]
