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Daily Archives: November 5, 2020

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  4. 05

In the News: Be careful with the disparity in real estate investments

Featured, In The NewsBy Editorial TeamNovember 5, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, discusses the divide between beaten down retail real estate and the successful residential real estate markets.

Is Now a Good Time to Consider a Roth Conversion?

Blog, RetirementBy Editorial TeamNovember 5, 2020

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking about converting your traditional IRA to a Roth, now might be an appropriate time to do so.

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