Our experts explore saving for retirement when an employer-sponsored plan is not available.
Executive bonus plans often employ life insurance, but policies have to be structured properly and managed prudently. We explain in this week’s Marietta Daily Journal. Read the Article
You can’t time the market, but you can time a Roth IRA conversion to save on the taxes due. We explain in this week’s Tax Tip.
You may not own all the assets in your 401(k) if you’re subject to vesting. Learn more about vesting in this week’s Financial Tip.
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal. Read the Article
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that while the markets are down, it is more important to look long-term. Read the Article
You may see the equity you have in your home is a reservoir of funds, but there are pros and cons to using it. Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article