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Day: October 29, 2021

In the News: Tapping a retirement account early and avoiding early withdrawal penalties

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how complicated it is to tap a retirement account before age 59 ½; however, it can be done if you have enough money.

What a Relief! Congress Acts Against Surprise Medical Bills

The difference between an out-of-network provider’s normal charges for a service and a lower rate reimbursed by insurance can be significant. Congress is helping in emergency situations.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

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Dunwoody, GA Office

Roam Office available for meetings upon request.

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Atlanta, GA 30338

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Naples, FL 34103

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