Bil Lako, CFP® and Dr. Gene discuss what you should consider before relocating for a job opportunity.
The "Money Talks" hosts discuss how investors can evaluate risk in their portfolios.
Dr. Gene and Ted Parrish, CFA, discuss how bonds should be used in your portfolio.
The "Money Talks" host review a financial plan for a couple in their mid-30s and offer their suggestions.
Now that your student is away at college, there are plenty of financial pitfalls they can avoid with a little planning.
Bil Lako, CFP®, provides some critical steps a 60-something should take before retirement.
Dr. Gene and Bil Lako, CFP®, discuss retirement numbers and how the Ten Year Rule is applied to a retirement account.
The "Money Talks" hosts discuss a plan of action for a family that hasn’t saved for college educations expenses.
The "Money Talks" hosts explain how if a 25-year-old investor were to forgo making a $5,000 IRA contribution, the cost of that decision in the long run could be $140,512.
Bil Lako, CFP®, Dr. Gene and Ted Parrish, CFA discuss senior homeowners’ option of a Reverse Mortgage.