Is your 529 Plan giving you bang for your buck? If not, Bil Lako, CFP®, explains how you can make changes in today’s Marietta Daily Journal. Read the Article
Bil Lako, CFP® discusses savings strategy when you have debt to pay down.
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.