As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while insurance provides a stable foundation for building your financial plan, the amount of coverage is a balance between your budget and risk management.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine financial stability.
As seen in the the Marietta Daily Journal, Bil Lako, CFP®, explains the gradual steps you can take to help your aging parents with their finances.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Giuliana Barbagelata, CFP®, advise for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when investors suddenly decide on a large purchase, your financial advisor is there to assess your current financial situation and your goals, then chart a course to help you achieve them.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions.
As seen in the @mdjonline: Bil Lako, CFP®, explains how the difference between a retiree’s actual spending and maximum spending should allow them to weather economic changes.
Chief Investment Officer Troy Harmon, CFA, CVA, teams up with Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate economic changes.
As seen in the Marietta Daily Journal Bil Lako, CFP®, explains that many small-business owners base their retirement on rough estimates they used when determining their business’s value; however, this can have implications far beyond the sale price.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while high-income taxpayers can back their way in to a Roth IRA, there may be tax consequences.
