Is it a Bad Fit or is it a Bad Adviser?
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
Bending the Ten Year Rule
With fixed-income yields so slow, do we bend our Ten Year Rule?
Financial Choices: College, Retirement, or Both?
It’s the paramount financial conflict many families face, especially as more couples start having children later in life. Should you save for college or retirement? Learn more in this Financial Tip.
Signs of a Bad Financial Adviser
The “Money Talks” hosts discuss some of the warning signs you may be working with a bad financial adviser.
Lease or Purchase a Car?
The hosts of “Money Talks” discuss a listener’s question whether it is better to lease or purchase a car. The hosts discuss how interest factors into the equation, home values vs. car values and when leasing may help your business’s tax situation.
Determining Stock Weights Within a Portfolio
The hosts of “Money Talks” discuss a listener’s question on how to determine the weight a stock holds in your portfolio. The hosts talk about benchmarking against an index, using sector weights and how much a single security should make up in your portfolio.
Spring Cleaning Your Debt
Spring has sprung! If you’re in the cleaning and reorganizing mood, why not clean out your debt? Learn more in this Financial Tip.
Americans Continue to Face Saving Challenges, Survey Finds
Nearly two-thirds of Americans say they’re making fair or no progress in saving money. Learn more in this Financial Tip.
Two Popular Charitable Trusts for You to Consider
If you want to leave your estate to both a charitable and noncharitable beneficiaries, here are two trusts to consider. Read more in this Financial Tip.
Q&A Time: Foreign Tax Credit, Rebalancing International Investments and Tobacco Stocks
The “Money Talks” hosts address listener questions on the foreign tax credit, rebalancing international investments and tobacco stocks.