Making Smart Decisions When Investing in a College Education
Today’s Marietta Daily Journal: Bil Lako, CFP® discusses Georgia’s HOPE scholarship and other ways to keep college costs in check. Read the Article
Be Prepared to Retire in a Volatile Market
It’s not a perfect world, and events can take you by surprise. What if you retire during a market downturn? Learn strategies in this week’s Financial Tip.
Case Study: Making Smart Decisions When Investing In a College Education
Managing Associate, D.J. Barker, CWS®, joins “Money Talks” to discuss finding alternate sources of money for education expenses and saving on college costs.
Banking on an Illiquid Asset to Fund a Future Financial Goal
In today’s Marietta Daily Journal, Bil Lako, CFP® explains your options when you have your future tied up in an illiquid asset. Read the Article
Interest Rates Fall Again on New Federal Student Loans for 2016/2017
Federal student loans issued July 1, 2016, through June 30, 2017 will enjoy a lower interest rate. Read more in this week’s Financial Tip.
Case Study: Counting on an Illiquid Asset for a Future Financial Goal
Illiquid assets may always have an inherent value, but selling the asset when you need the money may not always be an option.
Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of the benefits to the FAFSA’s new prior-prior income rule. Read the Article
Investors Are Human, Too
Think the markets are crazy? First understand investor behavior can be influenced by emotions such as greed and fear. We explain in this week’s Financial Tip.
Dealing with the tax consequences of a highly appreciated asset
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a highly appreciated stock position, can create both a tax and estate planning issue. Read the Article.
Q&As on Roth 401(k)s
A Roth 401(k) option offers investors a unique opportunity to tax diversify retirement savings. We answer popular questions in this week’s Financial Tip.