Using a Lump Sum 401(k) Payout to Pay Off Student Loans
Our experts discuss a listener’s desire to use an old 401(k) balance to pay down his child’s student loans, and why it may not be a wise decision to do so.
Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans
Our experts discuss the change to using the prior-prior tax year on the Free Application for Federal Student Aid, and how it can affect how you withdraw from grandparent-owned 529 plans.
Tax Breaks for Hiring Your Children in Your Family Business
If you own a business, you may consider hiring your minor children to provide extra help and save on taxes. We explain in this week’s Business Tip.
In the News: Going Back to School as an Adult
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights some considerations when going back to school as an adult. Read the Article
Going Back to School as an Adult
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
Knowing How Your Assets Affect Student Aid Eligibility
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
In the News: Pay Extra Attention to Financial Planning During a Second Marriage
Second marriages can bring a certain amount of financial complexity that was not likely present in a first marriage. We explain in this week’s Marietta Daily Journal. Read the Article
Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
Using Trusts to Pass an Inheritance to Minor Children
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
Financial decisions in becoming a stay-at-home parent
In today’s Marietta Daily Journal: Bil Lako, CFP® highlights the financial considerations of becoming a stay at home parent. Read the Article