Non-Cash Compensation Plans
Our experts discuss the options a small, family-owned business has when offering stock options as an incentive to employees.
How an Inheritance Affects Your Financial Plan
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
Five Steps to Tame Financial Stress
Stress can contribute health issues. Good news is you can take steps to reduce some of your financial stress. We explain in this week’s Financial Tip.
Financial Tips for Unmarried Couples
Combined finances but not legally married? Here are tips to help you along the road to financial security. Learn more in this week’s Financial Tip.
Millennials vs. Boomers: How Wide Is the Gap?
Baby boomers and millennials may be different, but their financial outlook can be shockingly similar. Read all about it in this week’s Financial Tip.
Planned Charitable Giving
Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
It’s Complicated: Money and Happiness
Money doesn’t buy happiness, per say, but it can help if you spend wisely. We explain in this week’s Financial Tip.
Reviewing Your Finances Mid-Year
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
Pay Off Debt or Save for the Future
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses what to do with extra income: pay down debt or invest. Read the Article
Paying Off Debt or Saving for the Future
Our experts focus on a case study of a young family deciding whether to pay down their student loans early or save for a future down payment.