Our experts delve into a case study where a custodial parent is interested in ensuring she continues to receive child support payments should something happen to her ex-husband.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the relationship between time horizon and asset allocation. Read the Article
Our experts delve into a case study of a couple who are dissatisfied with their current investment policy statement and asset allocation.
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.