Managing Associate Shawna L. Theriault, CFP®, C.P.A., and Principal Bil Lako, CFP®, explore a listener’s decision whether to rent or buy a house with the profit from the sale of the family home after a divorce. They take a closer look at the tax advantages and lifestyle choices that come with home ownership.
Thinking of tapping the equity in your home to pay for your child’s tuition? Know the facts first! We explain in this week’s Financial Tip.
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, and Principal Bil Lako, CFP®, lead a conversation about when a household should seek financial guidance from professionals and the type of experts you may want to consult when seeking help with your finances, investments and planning for your future.
In today’s Marietta Daily Journal Bil Lako, CFP®, addresses concerns about investing in fixed income and the loss purchasing power because of inflation. Read the Article
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to address a listener’s concern that following our Ten Year Rule would cause one to lose principal in terms of purchasing power. They discuss how the Ten Year Rule works in periods of recession and inflation, giving examples of how our investment strategy works.
Mutual funds have an inherent lack of tax efficiency. A better approach for some may be a separately managed account. We explain in this week’s Financial Tip.
Retirement planning is not an exact science. Your specific needs depend on your goals and many other factors. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the main benefits of investing in mutual funds: diversification. Read the Article
We can help you maximize your charitable donations to benefit both you and the charity under current tax laws. Learn how in this special Financial Tip.
Tis the season for giving. When giving charitable donations, we have six tips to make your dollars go further in this week’s Financial Tip.
