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Day: October 23, 2020

SBA Issues a Simplified PPP Loan-Forgiveness Application

The original PPP loan forgiveness application practically required an accounting degree to figure it out. We explain the SBA’s new simplified form: SBA Form 3508EZ.

In the News: Determining your retirement withdrawal rate

In the Marietta Daily Journal, Bil Lako, CFP®, recommends calculating your retirement withdrawals based on your liquidity needs, not your age or some other market factor.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

Naples, Fl Office

4850 Tamiami Trail N. Suite 301
Naples, FL 34103

  • 239-467-5500