Providing a Surviving Spouse with a Source of Funds while Protecting Family Wealth
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
Converting Retirement Savings to Retirement Income
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.
Case Study: Providing a Surviving Spouse with a Source of Funds While Protecting Family Wealth
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.
Spring Cleaning Your Finances
While most spring cleaning is focused on your home, take the time to evaluate and clean up your personal finances too! Learn what to do in this week’s Financial Tip.
The Importance of Possessing Tax-Diversified Assets for Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the benefit of having tax diversified retirement assets. Read the Article
Developing a Spending Plan
A spending plan puts you in charge of how your money is being spent and gives you a sense of control. We explain in this week’s Financial Tip.
Investing that Makes an Impact
You can make an impact by investing in companies with ethical and/or sustainable business practices. Learn all about them in this week’s Financial Tip.
Financial Insight: Take Extra Steps in Transactions to Minimize and Prevent Fraud
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.
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
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
401(k) Withdrawals: Beware the Penalty Tax
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.