Last year U.S. data breaches increased 40%. Learn how to lessen your chances of being a victim of cybercrime in this week’s Financial Tip.
This week, Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, are joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, who brings a conversation about life insurance and how your needs may change from being single with group coverage through your employer to needing more because of personal responsibilities such as a family and a home.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families. Read the Article
The gender pay gap, coupled with other factors, can lead to a shortfall in retirement savings for women. We explain in this week’s Financial Tip.
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.
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.