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 […]
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 […]
