Real Estate Investment Can Quickly Become a Job
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how real estate investing can become a job. Read the Article
Should Life Insurance Be Part of Your Retirement Plan?
We explore situations where life insurance may make sense for retirees. Read more in this Insurance Tip.
New Rates Released for Veterans Pension
Qualifying wartime veterans and their families may be eligible for a tax-free, supplemental pension. Read all about it in this week’s Financial Tip.
Save More to Save More
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.
Understanding the Definition of Financial Aid
In addition to loans, financial aid includes scholarships, grants, and work-study jobs. Read all about it in this week’s Financial Tip.
Would You Trust a Robot to Manage Your Money?
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
All About IPOs
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.
Life Events Require Financial Planning to be More Deliberate
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
Good News for 529 Plan Savers: More Investment Flexibility
Thanks to new legislation, savers have more investment flexibility in their 529 Plan accounts. Read all about it in this Financial Tip.
Healthy Resolutions Can Pay Off (Literally)
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.