Cybercrime poses a real threat to your finances. Know where you’re vulnerable and how to protect yourself in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.
At some point in your life, you may become incompetent; that is, lacking the mental capacity to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, medical professionals are generally compelled to make every effort to save and sustain your life. Depending on your attitude toward various medical treatments and your…
Cutting your costs starts with finding out where and when your spending occurs. Read what to do in this week’s Financial Tip.
Principal Jennifer J. Thomas, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, lead a discussion on how 401(k) allocations can get “out of whack” even if you’ve been following your adviser’s recommendations.
If you’re interested in helping your grandchild attend college, there are tax advantageous ways to help. We explain in this week’s Financial Tip.
If you don’t have the money to send our child to college, it’s time to learn about financial aid. We explain the basics in this week’s Financial Tip.
Managing Associate Shawna L. Theriault, CFP®, C.P.A., and Principal Bil Lako, CFP®, explore a listener’s decision whether to rent or buy a house with the profit from the sale of the family home after a divorce. They take a closer look at the tax advantages and lifestyle choices that come with home ownership.
Thinking of tapping the equity in your home to pay for your child’s tuition? Know the facts first! We explain in this week’s Financial Tip.
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, and Principal Bil Lako, CFP®, lead a conversation about when a household should seek financial guidance from professionals and the type of experts you may want to consult when seeking help with your finances, investments and planning for your future.