Bil Lako, CFP® discusses savings strategy when you have debt to pay down.
The “Money Talks” hosts discuss the importance of reviewing your portfolio and financial plan.
How much money do you need to retire? Bil Lako, CFP® explains the complicated equation in today’s Marietta Daily Journal. Read the Article
Investment jargon often sounds like a foreign language. Read our primer on understanding investment terms and concepts in this Financial Tip.
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
Dr. Gene helps a listener understand why buying a term life insurance policy may be the better financial move.
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another. Read the Marietta Daily Journal Article
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan. Read the article in today’s Marietta Daily Journal.
The interest rate on federal subsidized Stafford Loans increased from 3.4% to 6.8% for loans taken out after July 1, 2013. Read more in this Financial Tip.