U.S. Census Bureau Releases Report on Young Adulthood
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.
Case Study: Your Will, Your Wishes—Beneficiary Coordination is a Must
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.
Dollar Cost Averaging During Market Highs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains dollar cost averaging money into a bull market. Read the Article
The Cost of a Wedding
Your wedding will likely be the priciest party you’ll have in your lifetime. Buckle down and look at the numbers! We explain in this week’s Financial Tip.
Case Study: Dollar Cost Averaging During the Market Highs
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.
Reverse Mortgages and Their Possible Effect on Long-Term Care
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a reverse mortgage can affect your long-term care options. Read the Article
Case Study: Reverse Mortgages’ Effect on Long-Term Care
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.
Four Numbers You Need to Know
It’s true: Personal finance is all about the numbers. Read all about the four numbers you need to pay attention to in this week’s Financial Tip.
Is Paying Off Your Mortgage Really the Best Advice?
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
Are You Ready to Retire?
We’re all ready to quit getting up at 6 a.m. to go to work, but are you financially ready to retire? Read the questions to ask yourself in this week’s Financial Tip.