Do you know the difference between nominal return and real return on your investments? Find out in this Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® addresses whether you should have an annuity in an IRA. Read the Article
You could consider “recharacterization” a financial mulligan—it undoes your Roth conversion. Learn more in this Financial Tip.
Since you know how income, capital gains and dividends will be taxed, you can now fine-tune your long-term plan. Find out how in this Financial Tip.
Utilizing spousal benefits may allow some couples to receive more from Social Security.
The student loan “debt clock” reached the $1 trillion milestone last year. Is this the next bubble? Read more in this Financial Tip.
The “Money Talks” hosts discuss retirement savings and how much you may need in the future.
When you apply for Social Security, you may be eligible for a spousal benefit. Bil Lako, CFP®, provides details. Read the Article
Relocating for work? It’s important to consider how your new location may affect your bottom line. Learn more in this Financial Tip.
Reverse mortgages are designed to allow you to access the equity in your house, while continuing to live in your home without ever having another mortgage payment.