Case Study: Matching Investments to Your Liquidity Needs
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.
Financial Basics for Millennials
The millennial generation faces financial challenges, like a competitive job market and significant student loan debt. Learn more in this week’s Financial Tip.
A Financial Adviser’s Fiduciary Responsibility During a Clients’ Divorce
During a divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves. We explain in this week’s Marietta Daily Journal. Read the Article
Debt Optimization Strategies
If you have debt, it is crucial to understand the terms, interest rates, payment terms, prepayment and penalties. We explain in this week’s Financial Tip.
Case Study: A Financial Adviser’s Fiduciary Responsibility During a Clients’ Divorce
Our experts discuss the fiduciary responsibility a financial adviser has when clients are going through a divorce.
Retiree Confidence on the Rise, EBRI Finds
In the last year, more workers said they’re “very confident” they will have a comfortable retirement. Learn more in this week’s Financial Tip.
Nearing Retirement? Time to Get Focused
If retirement is near, you may want to focus on your retirement budget, sources of income and paying down debt. Learn more in this week’s Financial Tip.
Case Study: 401(k) Plan Automatic Enrollment
Our experts discuss automatic enrollment in your employer’s 401(k) plan and why the default options may not be the best choice for your situation.
Four Lessons Grandparents and Grandchildren Can Learn Together
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
Case Study: Medicaid Planning May Not Yield the Intended Benefit
Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.