Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves | Financial Advisor Magazine
Brett Walters, financial planner at TBH Advisors, joins Jeff Stimpson at Financial Advisor Magazine to provide end-of-year tax considerations for wealthy clients as 2023 comes to a close. “Wealthy taxpayers, specifically those whose net worth exceeds $12 million, would be well-served by employing a prudent and appropriate gifting or trust strategy to begin shifting assets […]
Best 6-Month CD Rates for December 2023 | The Wall Street Journal’s Buy Side
Dillon Haviland, financial planner at TBH Advisors, discusses the future of CD rates in 2024 with Martha White at The Wall Street Journal’s Buy Side. “We’re not expecting the rates to rise. If people are looking for the best bang for their buck they’re able to lock in a return that’s palatable to them, now […]
Preparing clients for the possibility of cognitive decline | InvestmentNews
Phil Reynolds, managing member at TBH Advisors, highlights the importance of proactive planning for clients experiencing cognitive decline with Josh Welsh at InvestmentNews. “Alzheimer’s and dementia have flown under the radar for so long in not being recognized as something that will, in my opinion, become the disease of our generation as the number of […]
What Is the Outlook for Retirement in 2024? | U.S. News & World Report
Kate Yoho, financial advisor at TBH Advisors, speaks with Kate Stalter of U.S. News & World Report about her retirement outlook for 2024. “Costs will continue to increase. Whether you are 35 or 75, prices overall do not generally decline over time. Be prepared with a buffer amount above your expectations,” says Yoho. Read the […]
Before the ball drops on 2023: Advisors’ year-end checklist | InvestmentNews
Brett Walters, financial planner at TBH Advisors, discusses things advisors should do before we enter the new year, such as helping clients make last-minute gifts to charity with reporter Gregg Greenberg. “This is especially critical or helpful if the clients think they’re relatively close to exceeding a phaseout threshold, like the child tax credit, qualified […]
Consider These Year-End Tax Moves For Business-Owner Clients | Financial Advisor Magazine
Brett Walters, a financial planner at TBH Advisors, provides insight for Jeff Stimpson of Financial Advisor Magazine about year-end tax moves for business-owner clients. “Currently, businesses can write off up to 80% of the purchase price of an asset placed into service within the calendar year and depreciate the remaining 20% over the next several […]
Dow records best three-day gain since April after Fed keeps interest rate steady | MarketWatch
David Merrell, managing member and founder of TBH Advisors, shares his thoughts on the Fed decision with Frances Yue at MarketWatch. “My biggest takeaway was that the Fed is acknowledging tighter financial and credit conditions but they are still seeing fairly strong economic activity. So they are hopeful that it’s gonna have more effect based […]
12 Documents to Prepare Now for Your Heirs | U.S. News & World Report
Travis Anderson, managing member at TBH Advisors, highlights the importance of having certain estate planning documents in place with Maryalene LaPonsie at U.S. News & World Report, explaining that ,”if you do it right, there is additional financial return for your heirs.” Read the Article
Financial abuse can trap people in relationships — here’s how advisors can help | Financial Planning
Chevonne Farler, a wealth management advisor at TBH Advisors, speaks with Financial Planning reporter Victoria Zhuang about how advisors can help clients who are struggling with financial abuse. “It can sometimes open the door for that abuse to start occurring. Where, ‘I make all the money, so you need to do what I say.’ This […]
Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves | Financial Advisor
Brett Walters, a financial planner at TBH Advisors, shares insight with Financial Advisor Magazine’s Jeff Stimpson about end-of-year tax moves, such as gifting plans and potential Roth IRA conversions. “Wealthy taxpayers, specifically those whose net worth exceeds $12 million, would be well-served by employing a prudent and appropriate gifting or trust strategy to begin shifting […]
