Our experts discuss automatic enrollment in your employer’s 401(k) plan and why the default options may not be the best choice for your situation.
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
Our experts discuss a case study about incorporating the risk of longevity into your comprehensive financial plan.