Would You Trust A Robot With Your Money?
Our experts explore a case study of a do-it-your-self investor who is approaching retirement and is considering switching to a robo-advisor to manage his money.
Retirement Savings: The Earlier, the Better
At 17, retirement isn’t a top priority, but saving to a Roth IRA at 17 could provide a substantial nest egg at 65! Read all about it in this Tax Tip.
Retirement Withdrawal Rates
Retiring soon? It’s important to understand how to withdraw so you don’t take out too much or take out too little. Learn more in this Financial Tip.
Should You Retire with a Mortgage Over Your Head?
Paying mortgage payments in retirement? It may be a wiser decision than you think. We explain in this week’s Marietta Daily Journal. Read the Article
Should We Pay Off Our Mortgage Before Retirement?
Our experts focus on a case study of a couple considering paying off their mortgage before they retire.
Deciding When to take Social Security Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a look at deciding when seniors should begin taking Social Security benefits. Read the Article
Deciding When to Take Social Security Benefits
Our experts follow a case study of a couple deciding when to begin taking Social Security benefits.
Target Benefit Plan
A target benefit plan is a type of money purchase pension plan that generally benefits older participants. Learn more in this Business Tip.
Points to Consider If Your Retirement Goal Seems Out of Reach
As with many of life’s challenges, it may help to focus less on the big picture of retirement and more on the details. We explain in this week’s Financial Tip.
A Decrease in Income Creates an Opportunity for a Roth Conversion
Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.