As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how you could place your cash reserves in a high-yield savings account, but you may be able to get a higher interest rate in a money market mutual fund through your brokerage firm.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Giuliana Barbagelata, CFP® team up to discuss an investor whose deposits have well-exceeded the FDIC insurance limit at his bank. They offer solutions to protect his liquid assets.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains what investors need to do to plan for health care costs in retirement. EBRI estimates couples 65 and older will need between $212,000 and $383,000 to cover their health care costs in retirement.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, team up to address a couple’s question on how to budget for health care costs in retirement, as reports show retirees can need anywhere between $212,000 and $383,000 for health care costs.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the exceptions to early withdrawals from your IRA if you are younger than age 59 ½.
As seen in the Marietta Daily Journal , Bil Lako, CFP®, explains that the Sandwich Generation—individuals sandwiched between the responsibilities for their children and their parents—could experience significant financial consequences, both out-of-pocket costs and long-term retirement security.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, to provide advice to an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while rental profits are considered passive income, being a landlord is not a passive activity; it is a job.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CWS®, discuss a retired investor who wants to generate rental income by renting multiple homes. They examine issues with becoming a landlord and some of the financial aspects he should consider.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when interest rates increase, the value of current bonds decreases, and how that contributed to Silicon Valley Bank’s trouble.
