Holding Fixed Income in Your IRA, Rather than Your 401(k)
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Projecting a Happy Retirement
Scary Fact: 41% of households headed by someone aged 55 to 64 had no retirement savings. Learn the steps you should take now in this week’s Financial Tip.
Simplicity is not Only for Investments, but Where You are Invested, too
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Your Adviser Should Pay Careful Attention to Your Capital Gains and Losses
Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.
New Rules for College Campus-Sponsored Debit and Prepaid Credit Cards
New rules offer students more protection when excess financial aid is added to a prepaid college debit or credit card. We explain in this week’s Financial Tip.
Case Study: Simplicity Is Not Only for Investments, but Where You Are Invested Too
Our experts discuss the theory of “simplification rarely makes for bad advice” when it comes to your finances in retirement.
Spending Your Wealth or Leaving an Inheritance
In today’s @MDJOnline, Bil Lako, CFP® covers spending retirement assets vs. leaving an inheritance for your children. Read the Article
Four Reasons Why People Spend Too Much
Do you know why you overspend? We look at for common reasons people can’t stick to their budget in this week’s Financial Tip.
Case Study: Spending Your Wealth or Leaving an Inheritance
Our experts discuss whether retirees should spend what they have saved or continue to save as much as they can for their children to inherit.
An ‘Exception’ to Using ‘Retirement’ Money for Education
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article