In the News: Cash-out refinance before retirement—are you crazy? Look at the math first
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he gave a set of clients the advice to consider a cash-out refinance right before they retired.
Cash-Out Refinance before Retirement—Are You Crazy? Look at the Math First
In this week’s case study, our Experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
In the News: Don’t overlook the other estate planning documents
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many documents you need to have in place when planning your estate. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
Don’t Overlook the Other Estate Planning Documents
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
In the News: Holding periods for capital assets
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why how long you hold an asset affects how much tax you’ll owe on the gain when you sell it.
Holding Periods for Capital Assets
The “Money Talks” Experts discuss a situation for a couple of investors who have bought and sold several different types of assets throughout the year. They talk about the holding periods and how they affect the capital gains treatment.
In the News: It matters when you buy long-term care insurance
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how purchasing long-term care insurance in your 50s can be more cost effective.
It Matters When You Buy Long-Term Care Insurance
Our hosts delve into a recent client situation where a fairly young couple are looking to purchase a long-term care policy. Jim discusses how their age and our current interest rate environment may affect their rates.
In the News: Keep Your Plan Based on Your Needs, not Politics
In today’s Marietta Daily Journal, Bil Lako, CFP® explains to those worried about politics affecting the markets that the economic backdrop already in place when impeachment talks begin generally will prevail.
Keep Your Plan Based on Your Needs, not Politics
The “Money Talks” hosts discuss whether the threat of a presidential impeachment should be a reason to change your portfolio or financial plan.