In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article
Our experts discuss a case study about matching investments with known expenses 10 years prior to your need, and how to structure a fixed-income portfolio.
The millennial generation faces financial challenges, like a competitive job market and significant student loan debt. Learn more in this week’s Financial Tip.
During a divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves. We explain in this week’s Marietta Daily Journal. Read the Article
If you have debt, it is crucial to understand the terms, interest rates, payment terms, prepayment and penalties. We explain in this week’s Financial Tip.
Our experts discuss the fiduciary responsibility a financial adviser has when clients are going through a divorce.
In the last year, more workers said they’re “very confident” they will have a comfortable retirement. Learn more in this week’s Financial Tip.
If retirement is near, you may want to focus on your retirement budget, sources of income and paying down debt. Learn more in this week’s Financial Tip.
Our experts discuss automatic enrollment in your employer’s 401(k) plan and why the default options may not be the best choice for your situation.
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.