A Decrease in Income Creates an Opportunity for a Roth Conversion
Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.
Seeking Higher Yields for Fixed Income Investments
Our experts discuss the case of a retired couple seeking to boost the interest they are receiving on their fixed-income portfolio.
Addressing Asset Allocation in Respect to Your Cash Flow
Our experts discuss a case study of an investor who is seven to 10 years from retirement and has followed conventional wisdom and put the equivalent percentage to his age in fixed-income investments.
Investing in Real Estate in Retirement
Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.
Would You Trust a Robot to Manage Your Money?
Robo-advisors are a new trend for investing. Bil Lako, CFP®, explains the good, bad and ugly in today’s Marietta Daily Journal. Read the Article
All About IPOs
The offering price of an IPO may be very different from the price at which the stock trades on its first day. We explain in this week’s Financial Tip.
Net Unrealized Appreciation Tax Breaks on your Company Stock
Generally, you never want to take a cash distribution from your 401(k), unless you have highly appreciated company stock.
Why Should I Avoid Mutual Funds in December?
The hosts of “Money Talks” discuss the economics of both spouses working once they have had children. The experts also talk about some of the tradeoffs a stay-at-home parent should consider and some options for keeping your skill set while raising a family.
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Over the past few decades, a field has emerged that examines how human psychological factors influence economic and financial decisions. Understanding these biases may help you avoid questionable calls in the heat of the financial moment.
Why You Need a Meaningful Investment Policy Statement
An investment policy statement can keep you on track during market volatility because it serves as your promise to your financial future to not act hastily during normal market fluctuations.