In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a reverse mortgage is a weighty decision. Read the Article
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.