Exclusive interview with Travis Suit, the founder of Piper’s Angels Foundation and The Crossing for Cystic Fibrosis. They discuss how the pandemic affected the foundations flagship fundraiser and their plans for paddle boarding across the Gulf Stream this June. About Piper’s Angels Foundation Piper’s Angels Foundation supports and improves the lives of families with cystic…
For March 2021, our Research Analysts are keeping an eye on the recently passed stimulus, rising interest rates, and the turning tides from growth to value stocks. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within…
An important part of any retirement strategy involves factoring in the potential expenses associated with long-term care. For many years, people have purchased long-term care insurance to help cover some of those costs. However, over the past decade, other insurance products have become available that combine life insurance with some type of accelerated and/or extended…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how investors who retire before age 65 need to spend some extra time planning for the significant cost for health care coverage they may incur until they are eligible for Medicare at 65.
We explain what to do if you received a 1099-G for unemployment benefits you didn’t receive.
The financial Experts team up to discuss how extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare.
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the average investor is asking, “Did we have a recession?” in the same breath that they say, “Well, with the economy in a recession right now…”
When multiple business entities make a decision to start a new business together as a cooperative arrangement, they form what is known as a joint venture. In creating a joint venture, each of the involved entities agrees to what assets they will contribute, how they are going to distribute income and share expenses, and how the new entity will move forward.
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness. According to…
Thinking about going solar? There’s a lot to consider before making the final decision. Is it worth it, and is it the right financial move for you?