In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the relationship between time horizon and asset allocation. Read the Article
Do you really know as much as you think you do about your 401(k) plan? Let’s find out in this week’s Financial Tip.
Our experts delve into a case study of a couple who are dissatisfied with their current investment policy statement and asset allocation.
Assessing your financial position after divorce & making needed changes should help you recover from this life event. We explain in this week’s Marietta Daily Journal. Read the Article
Our experts discuss a case study centered on a newly divorced mother who now needs to re-evaluate her financial priorities now that she is a single-income family.
If you converted an IRA to a Roth in 2014 and you’ve sustained a loss, all is not lost. But you only have until October 15th. Learn more in this week’s Financial Tip.
In today’s @MDJOnline, Bil Lako, CFP®, explains how a rollover as a business start-up is a risky move. Read the Article
529 Plans are known for their flexibility for college savings. We answer some frequently asked questions in this week’s Financial Tip.
Our experts discuss using a retirement plan rollover as a funding for a business start-up.