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Daily Archives: July 23, 2021

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4 Common Signs of a Scam and How to Resist It

Blog, Cybersecurity, Personal FinanceBy Editorial TeamJuly 23, 2021

Regardless of your age or financial knowledge, you can be certain that criminals are hatching schemes to separate you from your money. We highlight four common practices that may help you identify a scam and avoid becoming a victim.

In the News: No single solution to maximize inherited IRAs

In The NewsBy Editorial TeamJuly 23, 2021

This week in the Marietta Daily Journal, Bil Lako CFP®, explains that when it comes to inherited IRAs, the solution that works for your family is very dependent on your long-term goals for the money, how much is in the IRA, at what age the original IRA owner dies, and the tax situation of the beneficiaries. 

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