Reviewing Your Finances Mid-Year
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses what to do with extra income: pay down debt or invest. Read the Article
Our experts focus on a case study of a young family deciding whether to pay down their student loans early or save for a future down payment.
Generally, a Registered Investment Adviser will design a plan for your future, rather than sell a product. We explain in today’s Marietta Daily Journal. Read the Article
Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with.
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 allow some individuals with disabilities to save while maintaining eligibility for public benefits. Learn more in this Financial Tip.
A cash flow analysis is an important part of your budget and your overall financial picture. Read all about it in this Financial Tip.
Ever consider increasing tax-deferred savings to become eligible for tax deductions or credits? You may want to! We explain in this week’s Marietta Daily Journal.
Robo-advisors are a new trend for investing. Bil Lako, CFP®, explains the good, bad and ugly in today’s Marietta Daily Journal. Read the Article