Plan Now for a Year-End Investment Review
Since you know how income, capital gains and dividends will be taxed, you can now fine-tune your long-term plan. Find out how in this Financial Tip.
Social Security Spousal Benefits
Utilizing spousal benefits may allow some couples to receive more from Social Security.
Is College Debt the Next Bubble?
The student loan “debt clock” reached the $1 trillion milestone last year. Is this the next bubble? Read more in this Financial Tip.
How Much Money Does It Take to Retire?
The “Money Talks” hosts discuss retirement savings and how much you may need in the future.
The Social Security Spousal Benefit
When you apply for Social Security, you may be eligible for a spousal benefit. Bil Lako, CFP®, provides details. Read the Article
The Financial Realities of Relocating
Relocating for work? It’s important to consider how your new location may affect your bottom line. Learn more in this Financial Tip.
Using a Reverse Mortgage to Augment Long-Term Cash Flow
Reverse mortgages are designed to allow you to access the equity in your house, while continuing to live in your home without ever having another mortgage payment.
Research Your Financial Professionals as You Would an Investment
The “Money Talks” hosts get back to basics, discussing how and why you should research the financial experts you consult for your financial decisions.
Research Your Financial Advisers Like Investments
You research stocks, but have you researched your financial adviser? Bil Lako, CFP®, explains how in today’s Marietta Daily Journal. Read the Article
Famous People Who Failed to Properly Plan
Learn from the mistakes of celebrities—estate planning is crucial and should not be a do-it-yourself project. Read more in this Financial Tip.