A Lifetime of Insurance Needs
The “Money Talks” experts take a deeper look at how insurance coverages work in your overall financial plan.
In the News: Catastrophe and financial markets
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP®, takes a look how the financial markets have reacted to past catastrophic events.
The Suddenly Single Taxpayer
The “Money Talks” experts have a conversation on what a recent widow should pay attention to as she files her tax return and moves forward as a single filer.
In the News: The peace of mind of having money when you need it
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how a laddered bond portfolio can give you peace of mind that you’ll likely have money when you need it.
The Peace of Mind of Having Money When You Need It
The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.
In the News: Charitable giving using life insurance
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how using life insurance could significantly increase how much you donate to your favorite charity.
Charitable Giving Using Life Insurance
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
In the News: Follow The Money
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.
Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
Planning Considerations of Selling Your Business to Your Child
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.