Should a minor child be named the beneficiary of an ERISA-governed retirement plan?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ changes to IRA Rollover Rules. Read the Article
What will be your retirement reality? Do you know how much of it will be spent watching TV? Read about retirement myths and realities in this week’s Financial Tip.
The IRS and the DOL recognize legally married same-sex couples for tax and employee benefit purposes. Find out how this affect’s your business’s retirement plan in this week’s Business Tip.
Funds that offer multi-class shares allow you to select a share class that is best suited to your investment goals. Read more in this Financial Tip.
Stocks are classified by type, size, cyclicality and location, which helps weed out those unsuitable for your strategy. Learn more in this Financial Tip.
Dr. Gene and Bil comment on being a landlord and holding real estate as an investment.
There is much more to “the markets” than the NYSE. Learn more about the many exchanges in the financial marketplace in this week’s Financial Tip.
Bil Lako, CFP® explains the many financial benefits available for military personnel to help them reach their goals. Read the Article
While most federal loans are provided directly to students, the Parent PLUS Loan program is available to parents. Learn more in this Financial Tip.