What Is the Federal Reserve and What Does It Do?
The Fed makes headlines daily… but who are they and what do they do? Learn about their influence in this week’s Financial Tip.
Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
Passwords—Why a List Is Important
If you’re incapacitated, would your spouse have access to your online accounts? Learn why it’s important to keep a password list in this week’s Financial Tip.
Strength and Health: Promising SERPs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how you should not mistake a promised retirement benefit for a guarantee. Read the Article
The 2014 Social Security Trustees Report: What Does the Future Hold?
Not saving for retirement? The 2014 Social Security Trustees Report might encourage you to do so. See what we mean in this Financial Tip.
Social Security Disability Benefits
The amount of your monthly disability check is based on your average lifetime earnings.
Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
GAO Report Reveals Why People Claim Social Security Benefits Early
Taking Social Security at 62 reduces your monthly benefit, but there are plenty of reasons people do so. Read what they are in this Financial Tip.
Naming a Child as a Beneficiary
Should a minor child be named the beneficiary of an ERISA-governed retirement plan?
Only One Nontaxable 60-Day Rollover OK’d
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ changes to IRA Rollover Rules. Read the Article