In today’s Marietta Daily Journal, Bil Lako, CFP® explains that mortgage rates have dropped and many homeowners have the opportunity to lower their rate, but consider carefully before choosing a mortgage with points.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that being a landlord brings excess liability. You can minimize that liability by how you title your real 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…
This week on “Money Talks,” the experts share advice on how to hold and title rental properties to minimize the liability risk to your other assets.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to coordinate tax credits for higher education when using 529 Plan assets to pay for college. 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…
As back-to-school season commences, the “Money Talks” hosts share advice on the available tax credits for higher education and how to coordinate them with 529 Plan withdrawals.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many other areas that can benefit from the coordination of a financial adviser, aside from the standard “planning for retirement.” 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…
We discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that tax laws can always change, so you can’t assume a Stretch IRA will always be available. Your financial and estate planning need to be able to account for these changes. Read the article here Disclosures: The investments referenced within this article may currently be traded…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of your options if you have no adult children or close relatives to help care for you in your senior years.
We discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
