403 (b) Plans: The Basics

Retirement plans established under Section 403(b) of the Internal Revenue Code, commonly referred to as “403(b) plans or “tax-sheltered annuities,” have become a popular type of employer-sponsored retirement plan. What is a 403(b) plan? A 403(b) plan is a retirement savings plan, sponsored by a tax-exempt organization or public school, that offers significant tax benefits…

Being Present When You Are Financial Planning

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is important for both spouses to develop a fundamental understanding of your finances should something happen to the other spouse. 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…