Kennesaw State University Student Managed Investment Fund Places First
Kennesaw’s Student Managed Investment Fund wins first place at the G.A.M.E Forum investment competition.
Pay Off Debt or Save for the Future
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses what to do with extra income: pay down debt or invest. Read the Article
New and Continuing Needs for Life Insurance in Divorce
Even after a divorce, life insurance is still valuable protection for yourself and your family. Learn why in this week’s Insurance Tip.
Turning 70½ This Year?
When you reach 70½, you may face tax issues that could result in significant penalties if not addressed. We explain in this Tax Tip.
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
Retirement Planning Options for Business Owners
If you are self-employed or a small business owner, your retirement plan needs differ from those of large employers. Learn your options in this week’s Business Tip.
Can I change the beneficiary on my life insurance policy? If so, how do I do it?
Your life insurance company may require you meet certain conditions when you change the beneficiary for your policy. We explain in this Insurance Tip.
Important Times to Seek Assistance from a C.P.A.
Did you know you should consult your C.P.A. when you exercise an employee stock option? We list 18 other reasons to call your C.P.A. in this week’s Tax Tip.
Estate Planning for a Second Marriage
Money is a major cause of stress in any marriage, but it can be especially so in a second one. We explain in this Financial Tip.
Choosing a Financial Expert: Brokers & Advisers
Generally, a Registered Investment Adviser will design a plan for your future, rather than sell a product. We explain in today’s Marietta Daily Journal. Read the Article