Not Too Late for Year-End Cash Flow Planning
In this week’s Atlanta Business Chronicle, Bil Lako, CFP® shares his insight on year-end cash flow planning for businesses. Read the Article
Sudden Wealth
If you come into sudden wealth, you should do a cash-flow analysis before you quit your job, move to an exotic island or purchase a yacht.
More Money, More Problems
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article
IRA and Retirement Plan Limits for 2014
Retirement plan contributions limits for IRAs and employer-sponsored retirement plans remain unchanged for 2014. Learn more in this Financial Tip.
Don’t Overlook the Portability of a Deceased Spouse’s Unused Estate Tax Exemption
The portability of a deceased spouse’s unused estate tax exemption can greatly affect a surviving spouse’s estate taxes. Read all about it in this Tax Tip.
Social Security Benefits for Children
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.
Consulting Financial Experts During a Divorce
Hosts explain how a Certified Divorce Financial Analyst™ can help plan for the long-term financial effects of divorce.
Financial Planning for 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
Buckets of Money: A Retirement Income Strategy
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.
Expect an ROI from your Advisers
Have you outgrown your business advisers? We look at four key areas where your advisers may be underperforming.