Ever consider increasing tax-deferred savings to become eligible for tax deductions or credits? You may want to! We explain in this week’s Marietta Daily Journal.
In addition to loans, financial aid includes scholarships, grants, and work-study jobs. Read all about it in this week’s Financial Tip.
Robo-advisors are a new trend for investing. Bil Lako, CFP®, explains the good, bad and ugly in today’s Marietta Daily Journal. Read the Article
The offering price of an IPO may be very different from the price at which the stock trades on its first day. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, we explain how it takes a significant life event to motivate a family into taking action. Read the Article
Thanks to new legislation, savers have more investment flexibility in their 529 Plan accounts. Read all about it in this Financial Tip.
If you made a New Year’s Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That’s because healthy habits can benefit your wallet as well as your body.
The decisions you make today will affect how well you are prepared for what lies ahead. We explain in today’s Marietta Daily Journal. Read the Article
Check your Social Security statement for accuracy. Your future benefits are based on earnings reported. Learn more in this Financial Tip.