Wills and trusts allow you to distribute your assets at death, but there are differences between these documents. We explain in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the importance of understanding your RMDs. Read the Article
What do Baby Boomers, Gen Xers and Millennials have in common? Concerns about their financial situations. Read all about it in this week’s Financial Tip.
Senior Associate, Jarrett McKenzie, CFP®, CWS® delves into a case study with Bil Lako, CFP® about taking required minimum distributions from retirement accounts once an investor reaches age 70 ½.
IRS Announces New Waiver Procedure for Taxpayers Who Inadvertently Miss the 60-day Rollover Deadline
Planning an indirect rollover and missed the 60-day deadline? The IRS allows 11 exceptions that may help you. We explain in this week’s Tax Tip.
Breaking real estate out of the Financials sector acknowledges that the industry’s business models and ties to underlying property markets produce a distinctive risk-return profile, including a relatively low correlation to the rest of the stock market. Learn more in this week’s Financial Tip.
Following Generalized Investment Guidelines Means Missing Out on Tailoring Decisions to Your Circumstances
In today’s Marietta Daily Journal: Investors who rely on industry standards miss out on advice tailored to their circumstances. Read the Article