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.
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.
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.