The Challenge of Finding the Right Adviser for You
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
Understanding Risk in Your Plans and Investments
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
Retirement Plan Distribution Pitfalls
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.
A Military Buyback May Increase Your Pension Payout
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.
When a Saver Marries a Spender, Every Penny Counts
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.
Exploring Finance Options for a Home Renovation
Ready to update the kitchen? We explain what your home renovation finance options are in today’s Marietta Daily Journal. Read the Article
Case Study: Finance Options for a Home Renovation
Our experts discuss the options homeowners have when trying to finance a home renovation project.
College Costs for 2015/2016 and New FAFSA Timeline for 2017/2018
No surprise, college costs have increased for the 2015/2016 academic year. Read all about it in this week’s Financial Tip.
Understanding How Your Assets Affect Financial Aid Eligibility
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
Case Study: Knowing How Your Assets Affect Student Aid Eligibility
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.