Our experts discuss a case study of an individual who is considering retiring early and investing her reduced retirement benefit.
In today’s Marietta Daily Journal: Bil Lako, CFP® highlights the financial considerations of becoming a stay at home parent. Read the Article
Combined finances but not legally married? Here are tips to help you along the road to financial security. Learn more in this week’s Financial Tip.
Baby boomers and millennials may be different, but their financial outlook can be shockingly similar. Read all about it in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a reverse mortgage is a weighty decision. Read the Article
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.