Bil Lako, CFP® explains that you actually want to owe a lot of tax on your investment portfolio because that means you’re making a lot of money. Read the Article
The Social Security Administration has stopped mailing Social Security Statements to individuals under age 60, but you can get your statement online. Learn more in this week’s Financial Tip.
The reality is that each week there is another high-profile story like the incidents at Equifax, Target, and Yahoo. Unfortunately, there are many more that never make the headlines. The fact is business is online these days, from receiving eStatements from Schwab to buying your movie tickets for Friday night. One thing is clear: You…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward. Read the Article