Probate is a court-supervised process that winds up your financial affairs after your death. We explain in this week’s Financial Tip.
Managing Associate, D.J. Barker, CWS®, Senior Associate, Jarrett McKenzie, CWS®, CFP®, and Director of Research Troy Harmon, CFA, CVA, delve into a common situation among retirees—the transition from accumulation to distribution. They discuss how important the plan is when it comes to finally withdrawing your retirement savings.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts. Read the Article
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
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
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.
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.