Spring Cleaning Your Finances
While most spring cleaning is focused on your home, take the time to evaluate and clean up your personal finances too! Learn what to do in this week’s Financial Tip.
Developing a Spending Plan
A spending plan puts you in charge of how your money is being spent and gives you a sense of control. We explain in this week’s Financial Tip.
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should let your adviser know about all of your investments. Read the Article
How to Cut Costs if You're Spending Too Much
Cutting your costs starts with finding out where and when your spending occurs. Read what to do in this week’s Financial Tip.
Owning vs. Renting—Not Always a Financial Decision
Managing Associate Shawna L. Theriault, CFP®, C.P.A., and Principal Bil Lako, CFP®, explore a listener’s decision whether to rent or buy a house with the profit from the sale of the family home after a divorce. They take a closer look at the tax advantages and lifestyle choices that come with home ownership.
“At What Point do I Need a Financial Adviser?”
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, and Principal Bil Lako, CFP®, lead a conversation about when a household should seek financial guidance from professionals and the type of experts you may want to consult when seeking help with your finances, investments and planning for your future.
Separately Managed Accounts: Tailored to Suit You
Mutual funds have an inherent lack of tax efficiency. A better approach for some may be a separately managed account. We explain in this week’s Financial Tip.
Required Minimum Distributions: When You Have Too Much Money
At 701/2 , investors may be in a position of having more income than their spending. We explain what to do in this week’s Marietta Daily Journal. Read the Article
Earnings Call: A Closer Look at Financial Reports
Companies report earnings every quarter. Learn how to interpret the reported news in this week’s Financial Tip.
Following Generalized Investment Guidelines Means Missing out on Tailoring Decisions to Your Circumstances
Jennifer Thomas, CFP® and Bil Lako, CFP® discuss a case study of a couple who have always done their own financial planning. The experts take a closer look at the generalized advice they’ve followed and how it may not work for them.