Planning to Exit Your Business… It Starts Now

You’ve worked your whole life building a business and the time has finally come: the time where you feel ready to enjoy the fruits of your labor and retire. But what happens to your business now? Do you want to pass it down to your children? Maybe you don’t have children. How can you exit […]

Target-Date Funds May Not Fulfill Your Retirement Needs

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how target-date funds may work for a younger investor who has no intention of allocating their 401(k) contributions, they don’t often work for someone approaching retirement. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, […]