Pension Maximization

Bil Lako, CFP® highlights a financial strategy to help maximize retirement benefits while providing for your spouse.

Passwords and Virtual Assets

Bil Lako, CFP® provides some advice on how important it is for both spouses to have passwords and access to financial documents should one be incapacitated.

Money Talks – August 26, 2012

On this week’s “Money Talks” Dr. Gene, Bil and Ted discuss the housing market, pension maximization, document and records organization and answer listeners’ stock questions.