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.
Four Lessons Grandparents and Grandchildren Can Learn Together
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
Accommodating Longevity Risk in Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
Accommodating Longevity Risk in Your Financial Plan
Our experts discuss a case study about incorporating the risk of longevity into your comprehensive financial plan.
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.
In the News: Going Back to School as an Adult
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights some considerations when going back to school as an adult. Read the Article
In the News: Financial Moves for When You Have an Empty Nest
Your children have their own careers, homes & lives. How does your financial plan need to change? We explain in today’s Marietta Daily Journal
Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
The Challenge of Finding the Right Adviser for You
When seeking an adviser for your money, it is important to consider tenure, depth and philosophy. We explain in the Marietta Daily Journal. Read the Article
Understanding Risk in Your Plans and Investments
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why your portfolio should match your willingness and ability to take risks. Read the Article