In the News: Going Back to School as an Adult
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights some considerations when going back to school as an adult. Read the Article
Going Back to School as an Adult
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
Knowing How Your Assets Affect Student Aid Eligibility
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
In the News: Pay Extra Attention to Financial Planning During a Second Marriage
Second marriages can bring a certain amount of financial complexity that was not likely present in a first marriage. We explain in this week’s Marietta Daily Journal. Read the Article
Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
Using Trusts to Pass an Inheritance to Minor Children
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
Financial decisions in becoming a stay-at-home parent
In today’s Marietta Daily Journal: Bil Lako, CFP® highlights the financial considerations of becoming a stay at home parent. Read the Article
Financial Decisions in Becoming a Stay-At-Home Parent
Our experts discuss a case study of a family considering transitioning to a one-income family with a stay-at-home parent once their child is born.
Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
College Expenses—Where to Begin Before Saving
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.