Controlling your wealth once you’ve passed
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave. Read the Article.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave. Read the Article.
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage. Read the Article
Student loan debt is real: The 2015 graduating class had an average debt of $30,100. Learn more in this week’s Financial Tip.
Insurance Expert Jim Crone, CLU®, CFS®, takes a look at a couple’s decision on buying long-term care coverage. He explores how their financial plan can show whether they can afford to self-insure and other options aside from traditional long-term care policies.
Henssler Associate Melanie E. Wells, CFP® explains how a couple can set a budget and start saving money for their big day. hensslervideo_personal_finance
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you might think the market is in a bubble and why it’s actually not. Read the Article
Federal civilian employees and military personnel have several options to withdraw from their Thrift Savings Plan. Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how important beneficiary designations are to passing your wealth. Read the Article