Investing without clear-cut goals is like burying money in the ground and not touching it until you find a need. We explain in this Financial Tip.
If you need money for your higher education, the federal government provides loans for college and graduate school.
If you have multiple student loans, you may want to consider loan consolidation to make your payments more manageable. We explain in today’s Marietta Daily Journal
The 2012 Tax Act permanently extended gift tax and estate tax applicable exclusion amount portability between spouses. Read all about it in this Financial Tip.
Busted budget? That does not mean your budget cannot work. It means you need to set a more realistic target. We explain in today’s Marietta Daily Journal
Do you know the basic facts on our country’s largest entitlement programs, Social Security and Medicare? Find out in this Financial Tip.
The 2012 Tax Act allows for 401(k) in-plan Roth conversions, but is it a good financial idea to do so?
Before you concern yourself with performance and fees, you need to focus on how much you save.
In today’s Marietta Daily Journal, Bil Lako, CFP® provides guidance on creating your household budget. Read the Article