Simplicity Is Not Only for Investments, but Where You Are Invested Too
Our experts discuss the theory of “simplification rarely makes for bad advice” when it comes to your finances in retirement.
Matching Investments to Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article
Matching Investments to Your Liquidity Needs
Our experts discuss a case study about matching investments with known expenses 10 years prior to your need, and how to structure a fixed-income portfolio.
Can You Get to a Million Dollars?
Want to save a million dollars for retirement? It’s possible with time. Learn how in this week’s Financial Tip.
Viewing Retirement Assets as a Combined Nest Egg
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.
In the News: A Slowdown Presents an Opportunity to Buy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that while the markets are down, it is more important to look long-term.
A Slowdown Presents an Opportunity to Buy
Our experts discuss 2016’s turbulent start and what active investors should be looking for in the market today.
Emotions Can Influence Our Investment Habits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article
Emotions can Influence our Investment Habits
Our experts explore a listener’s dilemma on timing his 401(k) contributions and whether he should pay off his mortgage before retirement, discussing the decisions from both a financial and emotional standpoint.
In the News: Working Fixed Income into Your Investment Strategy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how fixed-income investments work with your investment strategy.