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.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the benefit of having tax diversified retirement assets. Read the Article
Technology has made financial transactions convenient for the busy lives we lead, but it also leaves us open to cyber theft and fraud. While you may be up to par on your security, you should not assume that all the people you do business with are.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should let your adviser know about all of your investments. Read the Article
Still want to contribute to your IRA for 2016? You have until April 18, 2017 to do so. Read all about it in this week’s Financial Tip.
Troy Harmon, CFA, CVA, K.C. Smith, CFP®, and Jarrett McKenzie, CFP®, CWS®, discuss a situation of an investor who decided to invest in a “Trump Portfolio” without consulting his financial adviser. They cover the excessive fees the investor paid and how he inadvertently put himself at risk because his investment created an overexposure in several holdings.
Confused about different types of student loans? We break it down in an easy comparison chart! Learn more in this week’s Financial Tip.