Five Common Financial Aid Myths
Financial aid is confusing—you got that right! But don’t be misled by these five misconceptions. Read all about it in this week’s Financial Tip.
How do Economists Measure Inflation, and Why Does It Matter to Investors?
You see inflation affect prices every time you go to the grocery store. But how does the Fed measure it? We explain in this week’s Financial Tip.
Case Study: Private College 529 Plans Allow You to Buy Tuition at Today’s Prices
This week, Senior Associate Jarrett McKenzie, CFP®, CWS®, joins hosts Bil Lako, CFP®, and Troy Harmon, CFA, CVA to cover Private College 529 Plans that allow you to lock in today’s tuition prices at select private colleges and universities nationwide.
Financial Changes Needed when a Family Expands
A growing family needs to evaluate and adapt their financial plan. We list out the financial areas you should review in this week’s Marietta Daily Journal Article. Read the Article
Should I sign a prenuptial agreement to protect my assets when I remarry?
Marrying for a second or third time? Consider a prenuptial agreement to protect your assets. Learn why in this week’s Financial Tip.
Case Study: Financial Changes Needed When a Family Expands
“Money Talks” hosts Nick Antonucci, CVA, K.C. Smith, CFP®, and D.J. Barker, CWS®, discuss the many financial planning areas families need to review when expanding their family with a new baby.
Grandparents Can Held Fund College Costs with 529 Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares tips on how grandparents can help toward higher education costs. Read the Article
Test Your Investing IQ
How well do you know investments? Take the quick quiz in this week’s Financial Tip to find out.
Case Study: Grandparents Helping Fund College Costs
This week, Research Analyst Nick Antonucci, CVA, Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, cover a financial planning situation about investors who want to help fund college education savings for their grandchildren. They cover the benefits for both 529 Plans and Roth IRAs.
With women living longer, more financial planning may be needed
In today’s Marietta Daily Journal: Per Bil Lako, CFP®, women, who statistically live longer, may need more financial planning. Read the Article