If you are receiving disability or retirement Social Security benefits, your child may be able to receive benefits too. Learn more in this Financial Tip.
Hosts explain how a Certified Divorce Financial Analyst™ can help plan for the long-term financial effects of divorce.
Bil Lako, CFP®, discusses the financial event of divorce and how a team of experts can help you avoid poor financial decisions. Read the Article in Today’s Marietta Daily Journal
Want buckets of money? If you’re retired a “bucket” strategy may help you turn your next egg into ongoing income. Find out how in this Financial Tip.
Have you outgrown your business advisers? We look at four key areas where your advisers may be underperforming.
When gifting or transferring property during your lifetime or at your death, you may want to consider the tax basis. Learn more in this Financial Tip.
By working as a team, a couple can maximize their returns and minimize their taxes and take advantage of deductions.
Do you know the difference between nominal return and real return on your investments? Find out in this Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® addresses whether you should have an annuity in an IRA. Read the Article
You could consider “recharacterization” a financial mulligan—it undoes your Roth conversion. Learn more in this Financial Tip.