In the News: When to Take Social Security Starts with Your Financial Needs

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the decision to take Social Security comes back to your financial plan. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may […]
Understanding Individual 401(k) Plans

In many cases, an individual 401(k) plan may offer a better combination of benefits than SEP or SIMPLE plans. Learn more in this week’s Business Tip.