New Year’s Resolutions for Young Adults
In this “Money Talks Minute,” Bil Lako, CFP®, offers young adults some help with New Year’s Resolutions to improve your financial situation this year.
In the News: Using trusts in your estate plan largely depends on your intent
As seen in the Marietta Daily Journal: Bil Lako, CFP®, a trust is an entity that holds property and assets for the benefit of the named beneficiary and can also dictate how and when the beneficiary receives or spends the assets.
2022 Annual Limits Relating to Financial Planning
Need to know the contribution limits for the various retirement accounts? We have your answers. Download our 2022 Annual Limits Relating to Financial Planning quick reference sheet.
Going Public: How Are Direct Listings Different from IPOs?
When a new stock enters the market, it is introduced as either an IPO or a direct listing. The path a company takes to the stock market generally depends on its business goals.
5 Strategic Preparation Steps to Selling Your Company
The more preparation time you put in to making your company a profitable venture will make the sale of your company easier and more successful. Good exit planning strategy is actually good business strategy.
Using Trusts in Your Estate Plan Largely Depends on Your Intent
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, and how they work with the client to determine the ultimate goal for passing on their wealth.
In the News: Repairing your retirement savings after a divorce
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while a divorce may have put a dent in your retirement savings, you can still repair the damage.
How to Cut Costs if You’re Spending Too Much
Whether you’re trying to make a budget work or find ways to save more for a financial goal—cutting your spending is a key step.
If You Drive but Don’t Own a Car, Consider Non-Owner Insurance
Non-owner insurance is a type of liability insurance that provides coverage when you’re driving a car that isn’t yours—perfect for those who Uber everywhere!
Repairing Your Retirement Savings After a Divorce
Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Clay Norman, CFP®, to explain how newly divorced investors can repair their retirement savings now that their goals have changed.