We always maintained that investors should stay invested and not make decisions based on fear of volatility.
Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the intricacies of estate planning if you have special-needs heirs. Read the Article
Almost as important as knowing how your portfolio performed is understanding why it performed as it did. We explain in this Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains using a trust as a beneficiary for your IRA. Read the Article
You have until Oct. 15, 2014, to undo your 2013 traditional IRA to Roth IRA conversion. Learn why you should consider it in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the new tax benefit for qualified longevity annuity contracts held in an IRA. Read the Article
DIY estate plans may be penny-wise and pound-foolish. Know the risks before you bypass your estate planning attorney. Learn more in this Financial Tip.
Federal laws protect you from paying fraudulent charges, but you have to be diligent about spotting them to minimize the damage.
Nonqualified plans can offer more meaningful benefits, simply by covering a legitimate cost for an employee. We explain how in today’s Marietta Daily Journal. Read the Article.