In the News: What if You Lived? A Horror Story

In this week’s Marietta Daily Journal, Bil Lako, CFP® discusses how you might have an emergency fund that will get you through a crisis. Financially, you’re prepared … but are you really?

Phantom Stock

Phantom stock is the right to receive a bonus at a specified date based upon the performance of phantom shares. Learn more in this Business Tip.

Repeated Warning about Phone Scams

Your first contact with the IRS will not be a phone call, but an official correspondence sent through the mail. We explain in this Tax Tip.

Saving or Investing: Is There a Difference?

The terms “saving” and “investing” may be used interchangeably, but understanding how they are different may help you in working toward financial goals for you and your family. We explain in this Financial Tip.