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.
Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
New Rules Affect Retirement Savings Advice
DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.
Case Study: Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
Accommodating Longevity Risk in Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article