A 529 Plan can reach a hefty balance, but who controls the money? It depends. Read all about it in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
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.