In the News: Refinance to avoid “house rich, cash poor”
In the Marietta Daily Journal, Bil Lako, CFP®, explains how in retirement, if you’re following a Ten Year Rule, you have 10 years of liquid assets to pay for your living expenses—including your mortgage—mostly protected from any economic change that may or may not happen.
Accumulating Funds for Short-Term Goals
We provide basic guidelines to help you accumulate funds for a short-term goal, such as a wedding or a down payment on a home.