There’s no “right” answer for when to take Social Security. It’s an individual decision that must be based on many factors, including other sources of retirement income, your marital status, whether you plan to continue working, your life expectancy, and your tax picture.
Bil Lako, CFP®, explains that once the children are on their own, empty nesters may have plenty of planning opportunities.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how for accredited investors, there are instances where he finds value in alternative assets like hedge funds, private equity, and private credit.
The Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opened on October 1, 2022. Here are some things you should know.
The Federal government provides special tax law provisions to help taxpayers and businesses recover financially from the impact of a disaster. For those affected by Hurricane Ian, these provisions could allow taxpayers to get a faster tax refund for the disaster loss
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to discuss alternative investment options, covering what type of investor they’re appropriate for and the risks involved, as well as the many different types of alternative investments.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can weather a recession during retirement.
You’re an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. Not surprisingly, there are pluses and minuses to either option.
You might think celebrities have it all—they usually have cars, homes, jewels, and abundant wealth. However, many are missing a critical component: an estate plan.
Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and a Financial Planner to cover a situation with a couple of investors who retired last year and are concerned that the near 20% market drop has derailed their retirement plan.