The Money Talks” hosts provide planning advice for a couple where COVID-19 layoffs forced one spouse into early retirement. While they can make it work on one salary, they have realized her retirement might last 30 years.
In the Marietta Daily Journal, Bil Lako, CFP®, recommends calculating your retirement withdrawals based on your liquidity needs, not your age or some other market factor.
The “Money Talks” experts team up to help a couple understand what a safe withdrawal rate would be for their retirement assets. They look into different methods to calculate one and then explain the Henssler way of planning for liquidity and withdrawals in retirement.
In the Marietta Daily Journal, Bil Lako, CFP®, shares how it is nearly impossible to predict the outcome of the election, much less start making changes to your financial plan and investments in anticipation of an administration change. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler…
The “Money Talks” expert address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election.
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the benefit of considering a Roth conversion during times like this is that investors can take high-quality holdings that have recently suffered and convert a significant amount of those positions to after-tax savings. Read the article here Disclosures: The investments referenced within this article may…
With the vast disparity in sector performance, the “Money Talks” financial experts discuss converting depressed holdings into a Roth IRA.
In the Marietta Daily Journal, Bil Lako, CFP®, takes a look at the differences that the presidential candidates have on tax laws. While politics might be red or blue, money is green. As taxes influence your bottom line, you should pay attention to the presidential tax platforms during an election year. Read the article here…
Tax Consultants from Henssler CPAs & Advisers join the show, taking a deep dive into the tax platforms of Democratic nominee Biden and incumbent Trump for the presidential election.
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the bulk of the S&P’s recovery since the low in March has been generated by five stocks. What investors shouldn’t do is abandon a currently out-of-favor strategy for whatever is working right now—regardless of what type of stocks are in favor. Read the article here Disclosures: The…
