Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. While costs can vary significantly depending on the region and college, the College Board publishes average cost figures, which are based on a survey of nearly 4,000 colleges across the country. Following are cost highlights…
The “Money Talks” experts provide listeners with some useful year-end planning tips that cover estate, tax, investment, and financial planning.
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how pass-through business entities may be able to make a payment to a rural hospital organization and pass a tax deduction on to the business owners.
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.
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 a 2019 Gallup poll, 25% of Americans age 50 to 64, and 23% of those age 65 and older, said health care costs were their top financial concern. Should you consider an HSA?
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…