Blockchain Buzz: Emerging Tech Offers Potential, Not Promises

Blockchain is a data structure used to create a digital ledger shared among a distributed network of computers. It was initially designed for the peer-to-peer exchange of the virtual currency bitcoin. However, businesses are now developing and testing some potentially game-changing blockchain applications. According to a recent survey of executives across a variety of industries,…

Planning Becomes A Different Priority 10 Years Prior to Retirement

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that investors need to plan for retirement withdrawals about 10 years prior to retirement. 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 buy. The investments referenced within this article…

How much money should you keep in a savings account for emergencies?

Without an adequate emergency fund, a period of crisis could be financially devastating. Many financial professionals suggest that you set aside three to six months’ worth of living expenses for emergencies. The actual amount, however, should be based on your individual circumstances. Do you have a mortgage? Do you have short-term and long-term disability protection?…

Case Study: Planning Becomes a Priority 10 Years Prior to Retirement

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Melanie Wells, CFP®, to discuss the planning priorities for a couple who have been do-it-yourself planners, and are now 10 years away from retirement. The planners cover what the investors should look at and some of the more common issues pre-retirees should address.

Early Retirement Withdrawals have More Drawbacks than Benefits

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that while you can borrow from your retirement accounts for a first-home purchase, it’s not the best idea. 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 buy. The investments…