Periodic Review of Your Estate Plan
There will be times when you’ll need to make changes to your estate plan to ensure it still meets all of your goals. Read more in this week’s Financial Tip.
In the News: Working Fixed Income into Your Investment Strategy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how fixed-income investments work with your investment strategy.
Operating at the Intersection of Profits and Values
Interested in being your own boss and creating positive change in the world? Consider a Certified B Corporation. Read more in this week’s Business Tip.
Will my condo association's master policy cover my property?
Your condo association’s master policy isn’t enough. You still need an HO-6 policy for comprehensive protection. We explain in this week’s Insurance Tip.
Will my condo association’s master policy cover my property?
Your condo association’s master policy isn’t enough. You still need an HO-6 policy for comprehensive protection. We explain in this week’s Insurance Tip.
Business Owners: Action May Be Needed Before Year-End
Businesses should consider adopting an accounting policy for expensing the cost of items with a life of a year or less. We explain in this week’s Tax Tip.
Give Your Retirement Plan an Annual Checkup
Have your dreams for retirement changed? Year-end is the perfect time to evaluate your plan. Learn what to do in this week’s Financial Tip.
The Challenge of Finding the Right Adviser for You
When seeking an adviser for your money, it is important to consider tenure, depth and philosophy. We explain in the Marietta Daily Journal. Read the Article
Understanding Risk in Your Plans and Investments
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why your portfolio should match your willingness and ability to take risks. Read the Article
When 401(k) Plans Go Bad—Avoiding Disqualification
401(k) plans that exclude participants, miss contributions or fail discrimination tests can become disqualified. Read all about it in this week’s Business Tip.