Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
Does the federal funds rate affect your borrowing rate? You may be surprised. We explain in this week’s Financial Tip.
Our experts discuss a case study about incorporating the risk of longevity into your comprehensive financial plan.
Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article
Things are changing in the world of higher education. Get the skinny on costs, debt and FAFSA deadlines in this week’s Financial Tip.
Our experts discuss annuities with a long-term care component and how they may be able to offset issues investors may have obtaining long-term care coverage.