When a closely held business is involved, it can be challenging for parents to achieve a distribution of their assets that is equitable. Learn why in this week’s Business Tip.
We all dream about winning Power Ball, but a significant financial windfall is not as simple as deciding how to spend the money. We explain in this week’s Financial Tip.
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.
In today’s Marietta Daily Journal: Bil Lako, CFP®, had a chance to interview Shari Martin from the Cobb Community Foundation on how they assist philanthropic individuals, families, businesses and organizations with donor-advised funds. Read the Article
Baby boomers are turning 70½ at a fast clip—about 10,000 per day! If you’re a baby boomer, it’s time to take required minimum distributions seriously because penalties are steep!
If you are committed to significant charitable gifts, a donor-advised fund is a low-hassle way for individuals and community groups and businesses to establish a planned giving program.
There are so many “retirement rules of thumb” to help you save. However, the retirement YOU want may be quite different from the average. Consider your situation before taking generic advice. Read all about it in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, provides his opinions on if it is time to get out of the market and go to cash. Spoiler Alert: The market’s fundamentals are solid. Read the Article
Yes, you want that Porsche. But before you fork over thousands of dollars, ask yourself a series of questions to help you decide if the purchase is really worth it. Learn more in this week’s Financial Tip.
Bil Lako, CFP® explains that you actually want to owe a lot of tax on your investment portfolio because that means you’re making a lot of money. Read the Article