Through the power of compounding, you could be a millionaire. Learn how in this Financial Tip.
Need a new car? Our handy chart breaks down the differences on eight critical points for buying vs. leasing your next car. Learn more in this Financial Tip.
We answer a listener’s question on helping his mom coordinate her required minimum distribution.
Hosts discuss the strategy involved when withdrawing from your 529 Plan for education expenses.
Risk-adjusted return is the measure of return per unit of risk. It is a backwards looking measurement. We do not believe you can judge a portfolio on risk-adjusted return alone. We explain in this Financial Tip.
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.
A payable on death bank account can be designated as payable on death to someone of your choice. Learn more in this Financial Tip.
We discuss some basics of saving for higher education costs.
Is your 529 Plan giving you bang for your buck? If not, Bil Lako, CFP®, explains how you can make changes in today’s Marietta Daily Journal. Read the Article
If you’re near retirement, you need to consider your longevity and whether your portfolio will last as long as you do. Read more in this Financial Tip.