In today’s Marietta Daily Journal, Bil Lako, CFP®, shares tips on how grandparents can help toward higher education costs. Read the Article
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
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.