If your savings goal seems daunting, try focusing more on the details that help refine your plan. We explain in this week’s Financial Plan.
Our experts discuss how buying an existing business still involves the planning and concerns of a start-up business.
In today’s Marietta Daily Journal: It can be easier for your family if you have plans in place, should you become incapacitated. Read the Article
With age comes wisdom, except when it comes to money. We explain pitfalls at every age in this week’s Financial Tip.
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.
Roth IRAs have some unique rules regarding withdrawals, and five years is a magic number. We explain in this week’s Financial Tip.
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
As a small-business owner or self-employed individual, there are several factors that can influence your choice of retirement plans. We explain in today’s Marietta Daily Journal. Read the Article
If you are pre-paying for funeral expenses, there are several areas to address before agreeing to the arrangement. We explain in this week’s Financial Tip.
Our experts tackle a case study of a lawyer who has recently opened her own firm and is overwhelmed by the retirement savings opportunities. They explain what plans generally work best for the self-employed, and what plans can accommodate employees, should she hire in the future.