In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
Managing Associates, K.C. Smith, CFP®, and D.J. Barker, CWS®, lead a conversation with Troy Harmon, CFA, CVA, on a wealthy family whose patriarch is acting irrationally and falling in love with a younger woman who may only be after the family’s money. The experts discuss the type of estate planning that they can do now before there is a marriage and what families can do proactively to protect assets.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the benefit of having tax diversified retirement assets. Read the Article
Technology has made financial transactions convenient for the busy lives we lead, but it also leaves us open to cyber theft and fraud. While you may be up to par on your security, you should not assume that all the people you do business with are.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should let your adviser know about all of your investments. Read the Article