Estate Planning Strategies in a Low-Interest-Rate Environment
With interest rates still at or near historic lows, you have several estate planning opportunities.
What is a phased retirement?
Afraid you’ll be bored in retirement? Consider a phased retirement by slowly adjusting your work patterns. Read all about it in this week’s Financial Tip.
Financial Moves for When You Have an Empty Nest
Your children have their own careers, homes & lives. How does your financial plan need to change? We explain in today’s Marietta Daily Journal. Read the Article
Periodic Review of Your Estate Plan
There will be times when you’ll need to make changes to your estate plan to ensure it still meets all of your goals. Read more in this week’s Financial Tip.
Case Study: Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
Working Fixed Income into Your Investment Strategy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how fixed-income investments work with your investment strategy. Read the Article
Give Your Retirement Plan an Annual Checkup
Have your dreams for retirement changed? Year-end is the perfect time to evaluate your plan. Learn what to do in this week’s Financial Tip.
Case Study: Social Security and the Ten Year Rule Investment Strategy
Our experts discuss a case study about a couple who is trying to work Social Security benefits into their Ten Year Rule investment strategy.
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