When seeking an adviser for your money, it is important to consider tenure, depth and philosophy. We explain in the Marietta Daily Journal. Read the Article
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why your portfolio should match your willingness and ability to take risks. Read the Article
Be aware when your leave employer—a retirement plan distribution before age 59½ comes with a penalty! We explain in this week’s Tax Tip.
As a federal civilian employee, you have the opportunity to buy back your military time to increase your pension payout. Learn more in this week’s Financial Tip.
What happens when a saver loves a spender? A compromise on your future money habits is necessary. Learn more in this week’s Financial Tip.
Ready to update the kitchen? We explain what your home renovation finance options are in today’s Marietta Daily Journal. Read the Article
Our experts discuss the options homeowners have when trying to finance a home renovation project.
No surprise, college costs have increased for the 2015/2016 academic year. Read all about it in this week’s Financial Tip.
Financial planning for the FAFSA can be tricky, as not all assets are treated the same in the financial aid calculation. We explain in today’s Marietta Daily Journal. Read the Article
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.