“Sell in May and Go Away” is just Quack
The “Money Talks” Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.”
In the news: Investing through inflationary times
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how inflation should be considered when investing.
Superfunding a 529 plan to reduce your estate
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that a couple could fund a 529 Plan up to $150,000 and use five-year gift tax averaging to avoid gift taxes. Click here to read the article.
Superfunding A 529 Plan to Reduce Your Estate
This week on “Money Talks,” the Experts discuss a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift tax complications. We suggest superfunding a 529 Plan as one option.
In the News: Underperforming Insurance Policy Repurposed to Enhance an Estate Plan
Seen in the Marietta Daily Journal: Henssler Principal Bil Lako, CFP®, explains how he and a team of experts were able to make the best of an underperforming insurance policy a client had substantially invested in.
Underperforming Insurance Policy Repurposed to Enhance an Estate Plan
The “Money Talks” Experts explore a case study of a client who was disappointed in the performance of his life insurance policy. Through a collaborative effort between the insurance agent, the financial planner, and the client’s estate planning attorney, they repurposed the insurance policy to enhance the client’s estate plan.
Transitory Inflation, Supply Chains, and the Velocity of Money
The “Money Talks” Experts discuss what economic factors are stimulating inflation and how the influx of cash affects the economy.
In the News: Housing inventory and mortgage rates influence your home choice in retirement
Should you stay or should you go? Bil Lako, CFP®, discusses your housing options as you head into retirement in the Marietta Daily Journal. Read the article.
In the News: When your rant on Facebook costs you $5 million
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how your homeowner’s insurance policy might not cover inflicting emotional distress, defamation, or similar charges.
When Your Rant on Facebook Costs You $5 Million
The “Money Talks” hosts talk with special guest Keith Palmer of Henssler Norton Insurance, who provides advice for households with increased liability risk because of teenage drivers, social media, dogs, and pools.