Rules vary from state to state, but most Wills have to be probated; however, you may be able to avoid it. We explain in this week’s Financial Tip.
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
If you were counting on your spouse’s Social Security benefits to provide some of your retirement income, what happens now that you’re divorced? We explain in this Financial Tip.
When going through divorce, it’s important to understand that asset division decisions you make today can meaningfully affect your future. We explain in today’s Marietta Daily Journal. Read the Article
Loaning money to your adult children? Both your finances and your relationship with your child may be at risk. We offer guidance in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses how the stock market may react when the Fed raises interest rates. Read the Article
At 17, retirement isn’t a top priority, but saving to a Roth IRA at 17 could provide a substantial nest egg at 65! Read all about it in this Tax Tip.
Retiring soon? It’s important to understand how to withdraw so you don’t take out too much or take out too little. Learn more in this Financial Tip.
Paying mortgage payments in retirement? It may be a wiser decision than you think. We explain in this week’s Marietta Daily Journal. Read the Article
Unhappy with your current 529 Plan? Consider a “same beneficiary rollover” to a new plan. Learn your options in this week’s Financial Tip.