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Day: April 12, 2024

In the News: Planning your retirement: Balancing Social Security and investment growth

Bil Lako, CFP®, explains that if you’re not supplementing your retirement withdrawals with your Social Security benefits, that means you will need to have a larger portion of your portfolio in a conservative investment to cover your spending needs.

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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.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

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