Do you know why you overspend? We look at for common reasons people can’t stick to their budget in this week’s Financial Tip.
Our experts discuss whether retirees should spend what they have saved or continue to save as much as they can for their children to inherit.
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article
Our experts also delve into a case study about an investor who can take advantage of a Roth IRA conversion to diversify the tax status of his retirement assets, but it would mean saving less to his children’s 529 Plans. Managing Associate K.C. Smith, CFP® discusses the pros and cons behind using Roth IRA funds as a dual retirement/college savings.
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.