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Daily Archives: August 6, 2021

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In the News: Roth IRA conversions seem straightforward, but devil in the details

Featured, In The NewsBy Editorial TeamAugust 6, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while Roth conversions are a very useful strategy, whether it is a good decision for you is very dependent on your situation.

Insuring Your Vacation Home

Blog, Insurance, Your HomeBy Editorial TeamAugust 6, 2021

Most homeowners insurance policies provide limited coverage for personal property at an additional residence. However, if your coverage needs for your vacation home exceed this amount, you’re going to want to fill this gap by purchasing a policy that will cover your vacation home in its entirety.

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