What is a Balloon Loan?
Balloon loans may come with a low interest rate, but there is a large final payment at the end of your loan term. Read all about them in this week’s Financial Tip.
Case Study: Protecting Child Support Payments after Divorce
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.
Asset Allocation Often Depends on How Long You Can Afford to Stay Invested
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the relationship between time horizon and asset allocation. Read the Article
Six Common 401(k) Plan Misconceptions
Do you really know as much as you think you do about your 401(k) plan? Let’s find out in this week’s Financial Tip.
Case Study: Outlining Your Investment Philosophy in your Investment Policy Statement
Our experts delve into a case study of a couple who are dissatisfied with their current investment policy statement and asset allocation.
Adjusting Your Financial Priorities After Divorce
Assessing your financial position after divorce & making needed changes should help you recover from this life event. We explain in this week’s Marietta Daily Journal. Read the Article
Case Study: Adjusting Your Financial Priorities Once You Are Single Again
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.
Deadline Approaching for Undoing a 2014 Roth IRA Conversion
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.
Think Twice Before Using a ROBS to Fund Your Business Dreams
In today’s @MDJOnline, Bil Lako, CFP®, explains how a rollover as a business start-up is a risky move. Read the Article
Frequently Asked Questions on Opening a 529 Plan Account
529 Plans are known for their flexibility for college savings. We answer some frequently asked questions in this week’s Financial Tip.