How Hands-On Are You With Your Retirement?

Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.
Designations for Special-Needs Heirs

In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
Securities Regulations from a Business Perspective

Know your regulations: Your attempts to raise capital for your business could be construed as an offering of securities. Read on in this week’s Business Tip.