Six Tips To Reducing Debt
Your personal finances can benefit from a good spring cleaning! Read our six tips to reducing debt.
Case Study – The Peace of Mind of Having Money When You Need It
The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.
Is It Time to Review Your IRA Estate Planning Strategies?
The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.
Charitable giving using life insurance
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how using life insurance could significantly increase how much you donate to your favorite charity.
Four Ways You Can Improve Your Credit Report
We explain four things you can do to help you improve what’s on your credit report.
2020 Annual Limits Relating to Financial Planning
Every number you may need! Download our 2020 Annual Limits Relating to Financial Planning quick reference sheet, download it here!
There’s Still Time to Contribute to an IRA for 2019
Have you made your 2019 IRA Contribution yet? You still have time.
Follow The Money
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.
How To Calculate Your Net Worth
Two people may have the same annual income, but very different net worth.
Case Study: Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.