While some may roll their eyes at Millennials, the truth is that economics and demographics of young adulthood have changed. Read all about it in this week’s Financial Tip.
Managing Associate Shawna Theriault, CFP®, C.P.A. leads a discussion with Principal Bil Lako, CFP®, and Research Analyst Nick Antonucci, CVA, on a common investor misconception that a Will will distribute their assets as they intend. However, many make the mistake of not considering their beneficiary designations or how assets are titled.
Managing Associate Shawna Theriault, CFP®, C.P.A., and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Director of Investments Troy Harmon, CFA, CVA, to discuss the financial concerns of a couple who are anxious about dollar cost averaging into the market while the market is at all-time highs.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a reverse mortgage can affect your long-term care options. Read the Article
Show hosts, K.C. Smith, CFP®, Jennifer Thomas, CFP®, and Troy Harmon, CFA, CVA, explore a situation where an investor has entered into a reverse mortgage and his children are concerned about his potential need for long-term care. They discuss how reverse mortgages may affect elder care and Medicaid eligibility.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money. Read the Article