Case Study: Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
Accommodating Longevity Risk in Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
What is the federal funds rate?
Does the federal funds rate affect your borrowing rate? You may be surprised. We explain in this week’s Financial Tip.
Case Study: Accommodating Longevity Risk in Your Financial Plan
Our experts discuss a case study about incorporating the risk of longevity into your comprehensive financial plan.
Be Wary of Variable Annuities
Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article
What's New in the World of Higher Education?
Things are changing in the world of higher education. Get the skinny on costs, debt and FAFSA deadlines in this week’s Financial Tip.
Case Study: Changing Annuities
Our experts discuss annuities with a long-term care component and how they may be able to offset issues investors may have obtaining long-term care coverage.
Saving Tax-Exempt Retirement Funds with Roth 401(k) Contributions
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the benefits of Roth 401(k) contributions. Read the Article
Case Study: Saving Tax-Exempt Funds with Roth 401(k) Contributions
Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.
It’s Time to Stretch—Not Your Muscles, but Your IRA
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how long your IRA can last with different beneficiaries. Read the Article