Our experts discuss the fiduciary responsibility a financial adviser has when clients are going through a divorce.
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article