Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
Our experts look at a situation where a widower is considering a reverse mortgage to help ensure his assets last through his lifetime.
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
Money doesn’t buy happiness, per say, but it can help if you spend wisely. We explain in this week’s Financial Tip.
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.