In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.
Find an unauthorized transaction on your debit card? The amount of your liability depends on the type of transaction. Read all about it in this week’s Financial Tip.