How well do you know investments? Take the quick quiz in this week’s Financial Tip to find out.
This week, Research Analyst Nick Antonucci, CVA, Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, cover a financial planning situation about investors who want to help fund college education savings for their grandchildren. They cover the benefits for both 529 Plans and Roth IRAs.
In today’s Marietta Daily Journal: Per Bil Lako, CFP®, women, who statistically live longer, may need more financial planning. Read the Article
Despite the time and energy you spend evaluating, the hardest part is deciding whether to accept the job offer. We explain in this week’s Financial Tip.
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate, Shawna L. Theriault, CFP®, C.P.A., to discuss the issues women face in retirement given that they are likely to live longer and may earn less over the course of their careers.
Latest reports indicate both the Social Security and Medicare Trust Funds still face financial challenges. Read more in this week’s Insurance Tip.
529 Plans are made specifically for college savings. You can contribute a lot, and there are tax benefits too! Learn more in this week’s Financial Tip.
There is a clear connection between health and wealth; therefore, you need to develop plans to manage both. Learn more in this week’s Insurance Tip.
Before you get a part-time job to supplement your income during your retirement years, there are points to consider. Read all about it in this week’s Financial Tip.
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Bil Lako, CFP®, and Troy Harmon, CFA, CVA, to discuss the types of retirement plans that can be appropriate for small businesses.