Choosing a Financial Expert: Brokers & Advisers
Generally, a Registered Investment Adviser will design a plan for your future, rather than sell a product. We explain in today’s Marietta Daily Journal. Read the Article
KSU’s Music Department a Treasure in Our Own Backyard
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
KSU's Music Department a Treasure in Our Own Backyard
An amazing evening of music that is equal to those in London, Paris and New York are standard fare at KSU. Read the Article
Save While You Can — Make a ’14 IRA Contribution
You still have time to make an IRA contribution for 2014. Bil Lako, CFP® tells you how in today’s Marietta Daily Journal. Read the Article
When to convert from traditional IRA to Roth
Is it better to convert your IRA to a Roth IRA? No surprise–it depends on several factors. Bil Lako, CFP® explains in today’s Marietta Daily Journal. Read the Article
Higher Yields for Your Fixed-Income Portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses an option for those seeking higher yields on fixed investments. Read the Article
Age Not Only Asset Allocation Factor
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal. Read the Article
Mistakes Costly when Planning for RMDs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why RMDs are one area where professional help is worth the cost. Read the Article
Real Estate Investment Can Quickly Become a Job
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how real estate investing can become a job. Read the Article
Save More to Save More
Ever consider increasing tax-deferred savings to become eligible for tax deductions or credits? You may want to! We explain in this week’s Marietta Daily Journal.