Retirement Plans for the Self-Employed
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
Prepaid Funeral Arrangements Can Have Grave Consequences
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.
Case Study: Retirement Plans for the Self-Employed
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.
Investing Through the Next Market Correction
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why timing the market is nearly impossible. Read the Article
Retiring Early and Investing Reduced Benefits
Even though they may have enough saved assets to retire early, many investors still have concerns about taking retirement benefits early at a reduced rate. Read our Article in the Marietta Daily Journal
Five Steps to Tame Financial Stress
Stress can contribute health issues. Good news is you can take steps to reduce some of your financial stress. We explain in this week’s Financial Tip.
What’s New in the Housing Market for 2015?
The housing market has finally hit a comfortable stride, but home ownership is still more affordable than renting. Read all about it in this week’s Financial Tip.
What's New in the Housing Market for 2015?
The housing market has finally hit a comfortable stride, but home ownership is still more affordable than renting. Read all about it in this week’s Financial Tip.
Case Study: Retire Early and Invest Reduced Benefits
Our experts discuss a case study of an individual who is considering retiring early and investing her reduced retirement benefit.
Financial decisions in becoming a stay-at-home parent
In today’s Marietta Daily Journal: Bil Lako, CFP® highlights the financial considerations of becoming a stay at home parent. Read the Article