Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
In today’s Marietta Daily Journal: Bil Lako, CFP® explains how dollar cost averaging would have worked during the Great Recession. Read the Article
Financial aid is confusing—you got that right! But don’t be misled by these five misconceptions. Read all about it in this week’s Financial Tip.
You see inflation affect prices every time you go to the grocery store. But how does the Fed measure it? We explain in this week’s Financial Tip.
This week, Senior Associate Jarrett McKenzie, CFP®, CWS®, joins hosts Bil Lako, CFP®, and Troy Harmon, CFA, CVA to cover Private College 529 Plans that allow you to lock in today’s tuition prices at select private colleges and universities nationwide.
A growing family needs to evaluate and adapt their financial plan. We list out the financial areas you should review in this week’s Marietta Daily Journal Article. Read the Article
Marrying for a second or third time? Consider a prenuptial agreement to protect your assets. Learn why in this week’s Financial Tip.
“Money Talks” hosts Nick Antonucci, CVA, K.C. Smith, CFP®, and D.J. Barker, CWS®, discuss the many financial planning areas families need to review when expanding their family with a new baby.
Henssler Associate, Thomas Cole, CFP®, explains the strategy of Dollar Cost Averaging and how it compares to general investing. hensslervideo_personal_finance
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares tips on how grandparents can help toward higher education costs. Read the Article