Points to Consider If Your Retirement Goal Seems Out of Reach
As with many of life’s challenges, it may help to focus less on the big picture of retirement and more on the details. We explain in this week’s Financial Tip.
Higher Yields for Your Fixed-Income Portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses an option for those seeking higher yields on fixed investments. Read the Article
ABLE Accounts: A New Savings Tool for Individuals with Disabilities
ABLE accounts allow some individuals with disabilities to save while maintaining eligibility for public benefits. Learn more in this Financial Tip.
Age Not Only Asset Allocation Factor
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal. Read the Article
10 Financial Terms Everyone Should Know
Finance 101: 10 terms you need to know! Read all about it in this Financial Tip.
Mistakes Costly when Planning for RMDs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why RMDs are one area where professional help is worth the cost. Read the Article
Organizing Your Finances After Your Spouse Has Died
Unfortunately there are a number of financial matters that will need your attention while grieving for a lost spouse. We walk you through it in this Financial Tip.
Use of Cash Flow Analysis in Creating Your Budget
A cash flow analysis is an important part of your budget and your overall financial picture. Read all about it in this Financial Tip.
Real Estate Investment Can Quickly Become a Job
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how real estate investing can become a job. Read the Article
Should Life Insurance Be Part of Your Retirement Plan?
We explore situations where life insurance may make sense for retirees. Read more in this Insurance Tip.