Four Questions to Ask Before You Open Your Wallet
Ask yourself these questions first, and you may forgo buyer’s remorse and stay on track to meet your financial goals. Learn more in this Financial Tip.
Why You Need a Meaningful Investment Policy Statement
An investment policy statement can keep you on track during market volatility because it serves as your promise to your financial future to not act hastily during normal market fluctuations.
Saving or Investing: Is There a Difference?
The terms “saving” and “investing” may be used interchangeably, but understanding how they are different may help you in working toward financial goals for you and your family. We explain in this Financial Tip.
Members of the Military: Personal Financial Planning
Military servicemembers have unique sources of income and savings options, making financial planning important. Learn more in this Financial Tip.
Possible Relief for Consumers with Low Credit Scores
How your credit score is calculated is changing–likely in your favor if you’ve had medical debt repaid in collections. Learn how in this week’s Financial Tip.
Don’t Confuse a Product with a Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a financial product is not a financial plan. Read the article
Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Profit Sharing Plans
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, and Ted Parrish, CFA, explain how a profit sharing works. The hosts discuss vesting options, advantages for both the employer and employee, and how to determine if a profit sharing plan is best for you.
Focus on the Savings
Retirement depends on many factors, including how much you spend and when you want to retire. However, what is for certain is that you must save.
Is a Flex Spending Account Worth It?
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP® and Mark Bendinelli, CFA, discuss what a flex spending accounts is, as well as some of the medical expenses that can be covered by flex spending. They also address the tax advantages of using a flex spending account and what factors you should consider…