You should learn about the fees and expenses charged by your 401(k) plan, and the way they are allocated to participants. Learn more in this Financial Tip.
We discuss why it can be detrimental to your portfolio to be heavily invested in the same company that you work for.
Hosts address concerns raised by a recent PBS special on the hidden fees in 401(k) plans.
A financial plan is critical when you have a chronic illness as you can tailor it to your unique needs. Learn more in this Financial Tip.
Hosts provide guidance on how to have “The Talk” with elderly parents about their future.
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
For the economy as a whole, rising home prices often serve as an indicator that the economy is performing better. Read more in this Financial Tip.
Hosts discuss the taxation and planning issues of restricted stock.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article
You may think of risk in terms of loss, but you should also think of it in terms of not meeting your financial goals. Learn more in this Financial Tip.