Your wedding will likely be the priciest party you’ll have in your lifetime. Buckle down and look at the numbers! We explain in this week’s Financial Tip.
Managing Associate Shawna Theriault, CFP®, C.P.A., and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Director of Investments Troy Harmon, CFA, CVA, to discuss the financial concerns of a couple who are anxious about dollar cost averaging into the market while the market is at all-time highs.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a reverse mortgage can affect your long-term care options. Read the Article
Show hosts, K.C. Smith, CFP®, Jennifer Thomas, CFP®, and Troy Harmon, CFA, CVA, explore a situation where an investor has entered into a reverse mortgage and his children are concerned about his potential need for long-term care. They discuss how reverse mortgages may affect elder care and Medicaid eligibility.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money. Read the Article
Managing Associate D.J. Barker, CWS®, brings to the table a case study about a young couple who are receiving advice to pay off their home as soon as possible. D.J., and Bil Lako, CFP®, explain the advantages of carrying a mortgage and Troy Harmon, CFA, CVA, compares their borrowing rate to the possible return they could get in the market.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k). Read the Article