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
When a Saver Marries a Spender, Every Penny Counts
What happens when a saver loves a spender? A compromise on your future money habits is necessary. Learn more in this week’s Financial Tip.
Understanding How Your Assets Affect Financial Aid Eligibility
Financial planning for the FAFSA can be tricky, as not all assets are treated the same in the financial aid calculation. We explain in today’s Marietta Daily Journal. Read the Article
Knowing How Your Assets Affect Student Aid Eligibility
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
In the News: Pay Extra Attention to Financial Planning During a Second Marriage
Second marriages can bring a certain amount of financial complexity that was not likely present in a first marriage. We explain in this week’s Marietta Daily Journal. Read the Article
Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
Outlining Your Investment Philosophy in your Investment Policy Statement
Our experts delve into a case study of a couple who are dissatisfied with their current investment policy statement and asset allocation.
Adjusting Your Financial Priorities Once You Are Single Again
Our experts discuss a case study centered on a newly divorced mother who now needs to re-evaluate her financial priorities now that she is a single-income family.
Short-Term Cash Need? Don’t Dismiss Your 401(k)
Our experts discuss a case study that demonstrates how a 401(k) loan may make sense to cover a unique short-term cash need.