Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a stock market decline isn’t necessarily a bad thing. Read the Article
Credit cards out of control? If you’re not paying them off every month, we have some tips to help you pay off that balance in our Question of the Week.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that just because you don’t have a tax problem because of the $11.21 million estate tax exclusion doesn’t mean you don’t have an estate plan problem. Read the Article
Where do you even start your retirement budget? Setting a retirement income goal is a good place. We offer four points to consider when setting your goal in this week’s Financial Tip.
You’re committed. You’re ready to do it. Let’s create a budget! Uh… where do you start? We have some tips for you in this week’s Financial Tip.
Even though retirement may be 10 years away, you still have your work cut out for you before the big day. Considering these points now will make the transition that much easier. We explain in this week’s Financial Tip.