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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