Costly Mistakes can Happen when Experts do not Work in Concert
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts. Read the Article
Four Ways to Double the Power of Your Tax Refund
If you’re one of the 70% of taxpayers receiving a refund, we have some tips to make your refund twice as valuable. Learn more in this week’s Financial Tip.
Diversifying an Investment Portfolio with Real Estate
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at owning investment property and owning shares of a REIT. Read the Article
Bond Ratings
Credit rating agencies perform an assessment of credit risk for bonds, a helpful tool for evaluating investments. We explain in this week’s Financial Tip.
Providing a Surviving Spouse with a Source of Funds while Protecting Family Wealth
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article
Converting Retirement Savings to Retirement Income
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
Case Study: Providing a Surviving Spouse with a Source of Funds While Protecting Family Wealth
Managing Associates, K.C. Smith, CFP®, and D.J. Barker, CWS®, lead a conversation with Troy Harmon, CFA, CVA, on a wealthy family whose patriarch is acting irrationally and falling in love with a younger woman who may only be after the family’s money. The experts discuss the type of estate planning that they can do now before there is a marriage and what families can do proactively to protect assets.
Spring Cleaning Your Finances
While most spring cleaning is focused on your home, take the time to evaluate and clean up your personal finances too! Learn what to do in this week’s Financial Tip.
The Importance of Possessing Tax-Diversified Assets for Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the benefit of having tax diversified retirement assets. Read the Article
Developing a Spending Plan
A spending plan puts you in charge of how your money is being spent and gives you a sense of control. We explain in this week’s Financial Tip.