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 […]

Best 6-Month CD Rates for December 2023 | The Wall Street Journal’s Buy Side

Best 6-Month CD Rates for December 2023

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 […]

What Is the Outlook for Retirement in 2024? | U.S. News & World Report

What Is the Outlook for Retirement in 2024?

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 […]

12 Documents to Prepare Now for Your Heirs | U.S. News & World Report

12 Documents to Prepare Now for Your Heirs

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

6 Things Wealthy Boomers Must Do Before They Retire | GOBankingRates

Dillon Haviland, CFP and financial advisor at TBH Advisors, connects with Cynthia Measom at GoBankingRates about what wealthy boomers need to consider before retirement, highlighting eldercare expenses as a main area of focus. “Eldercare and assisted living costs have been and will continue to rise, so for people who have the means to do so […]

Almost All Workers Should Contribute to Roth Accounts. Here’s Why. | Barron’s

David Merrell, founder of TBH Advisors, speaks with Elizabeth O’Brien of Barron’s about why employees should contribute to Roth accounts. “If you don’t need to maximize your current income, make post-tax contributions. If you need to squeeze every penny from your paycheck, then it makes sense to take the tax break on traditional retirement account […]

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