The gender pay gap, coupled with other factors, can lead to a shortfall in retirement savings for women. We explain in this week’s Financial Tip.
Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
You see inflation affect prices every time you go to the grocery store. But how does the Fed measure it? We explain in this week’s Financial Tip.
This week, Senior Associate Jarrett McKenzie, CFP®, CWS®, joins hosts Bil Lako, CFP®, and Troy Harmon, CFA, CVA to cover Private College 529 Plans that allow you to lock in today’s tuition prices at select private colleges and universities nationwide.
Marrying for a second or third time? Consider a prenuptial agreement to protect your assets. Learn why in this week’s Financial Tip.
“Money Talks” hosts Nick Antonucci, CVA, K.C. Smith, CFP®, and D.J. Barker, CWS®, discuss the many financial planning areas families need to review when expanding their family with a new baby.
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares tips on how grandparents can help toward higher education costs. Read the Article