15 Ways to Save on Your Next Vacation
If money is precious, it is even more precious when it goes toward a vacation! Read 15 way to save on your next getaway in this week’s Financial Tip.
Theft of a Child’s Identity May Take Years to Discover
Bil Lako, CFP®, shares his insight on identity theft and how your children may be susceptible to it too.
Selling for Liquidity
With the markets up, Bil Lako, CFP®, asks Dr. Gene if investors should sell to fulfill their 10-year liquidity needs
Children at Risk for Identity Theft
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how children are susceptible to ID theft. Read the Article
Four Retirement Saving Myths
Think you’ll be able to save later for retirement? Not likely. We explain the fallacy in four common retirement myths in this week’s Financial Tip.
When You Are Ousted From a Former 401(k)
Company-sponsored retirement plan expert Wes Hackney, CFP® highlights why you may be kicked out of a 401(k) plan once you’ve left the company.
Student Loans and Hardships
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the options for student loan payments when financial hardships happen. Read the Article
How Children Affect Your Financial Life
You bought the best car seat for your new baby. Now protect your child by updating your Will and beneficiary forms. Learn more in this Financial Tip.
Managing Debt Relative to Income
If you have a low-income career, and education loans to repay, the government offers income-based payment options. Read our article in today’s Marietta Daily Journal
Should You Refinance Your Mortgage?
A lower interest rate often means a lower monthly payment if the terms of the refinanced mortgage are the same as the original mortgage. In this article, we explain how refinancing your mortgage allows you to take control of how your money works for you.