Avoiding Probate: Is It Worth It?
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.
Robo-advisers Do Not Account for Variables Affecting Your Future
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
How Does Divorce Affect Social Security Retirement Benefits?
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.
Your Financial Future After Divorce
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 Your Adult Children Money
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.
The Stock Market and Rising Interest Rates
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
Retirement Savings: The Earlier, the Better
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.
Retirement Withdrawal Rates
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.
Should You Retire with a Mortgage Over Your Head?
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
How Does Your 529 Plan Stack Up Against the Competition?
Unhappy with your current 529 Plan? Consider a “same beneficiary rollover” to a new plan. Learn your options in this week’s Financial Tip.