Our experts discuss the theory of “simplification rarely makes for bad advice” when it comes to your finances in retirement.
In today’s @MDJOnline, Bil Lako, CFP® covers spending retirement assets vs. leaving an inheritance for your children. Read the Article
Do you know why you overspend? We look at for common reasons people can’t stick to their budget in this week’s Financial Tip.
Our experts discuss whether retirees should spend what they have saved or continue to save as much as they can for their children to inherit.
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article
“Good, in theory…” Financial guidelines can be difficult to put into practice. We offer some insight on how to do so in this week’s Financial Tip.
Our experts also delve into a case study about an investor who can take advantage of a Roth IRA conversion to diversify the tax status of his retirement assets, but it would mean saving less to his children’s 529 Plans. Managing Associate K.C. Smith, CFP® discusses the pros and cons behind using Roth IRA funds as a dual retirement/college savings.
In today’s Marietta Daily Journal, Bil Lako CFP® explains why building a credit history is important for Millennials. Read the Article
Do you want to lease or buy a vehicle? We compare eight key points to consider in this week’s Financial Tip.
While Millennials prefer cash over credit, our experts discuss why credit history is important and how to establish a good credit history.