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.
Choosing a Financial Expert: Brokers & Advisers
Generally, a Registered Investment Adviser will design a plan for your future, rather than sell a product. We explain in today’s Marietta Daily Journal. Read the Article
Selecting a Financial Professional: Brokers and Advisers
Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with.
Higher Yields for Your Fixed-Income Portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses an option for those seeking higher yields on fixed investments. Read the Article
ABLE Accounts: A New Savings Tool for Individuals with Disabilities
ABLE accounts allow some individuals with disabilities to save while maintaining eligibility for public benefits. Learn more in this Financial Tip.