Taking Social Security Benefits and Preserving More of Your Portfolio

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how delaying Social Security benefits often isn’t the best strategy if you are withdrawing from your retirement accounts to cover spending. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to…

College Net Price Calculator

If you’re saving for a child’s college education, at some point you’ll want to familiarize yourself with a college net price calculator, which is an invaluable tool for estimating financial aid and measuring a college’s affordability. Available on every college website, a net price calculator gives families an estimate of how much grant aid a…