Planning Priorities: Targeting Your Retirement Savings Goal
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, provides some tips and tricks to staying on track to reach your retirement goal.
In the News: Follow The Money
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.
The Difference Between an Audit, a Review, and a Compilation
If you’re considering investing in an organization or lending it money, you will likely need to get an audit, review, or compilation.