Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage. Read the Article
Insurance Expert Jim Crone, CLU®, CFS®, takes a look at a couple’s decision on buying long-term care coverage. He explores how their financial plan can show whether they can afford to self-insure and other options aside from traditional long-term care policies.
Federal civilian employees and military personnel have several options to withdraw from their Thrift Savings Plan. Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how important beneficiary designations are to passing your wealth. Read the Article
While some may roll their eyes at Millennials, the truth is that economics and demographics of young adulthood have changed. Read all about it in this week’s Financial Tip.
Managing Associate Shawna Theriault, CFP®, C.P.A. leads a discussion with Principal Bil Lako, CFP®, and Research Analyst Nick Antonucci, CVA, on a common investor misconception that a Will will distribute their assets as they intend. However, many make the mistake of not considering their beneficiary designations or how assets are titled.