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.
Bil Lako, CFP®, explains in today’s Marietta Daily Journal how some employers may offer shares of restricted stock as compensation. Read the Article
Fees and expenses are factors that may affect your investment returns, and therefore impact your retirement income. Read more in this Financial Tip.
Is it OK to have an investment account that your financial adviser doesn’t know about?
Bil Lako, CFP® and Dr. Gene explain which accounts a new investor should use to save for retirement.
Social Security provides about 40% of your preretirement income. Consider coordinating your benefits with other savings. Read more in this Financial Tip.
If money is precious, it is even more precious when it goes toward a vacation! Read 15 way to save on your next getaway in this week’s Financial Tip.
Bil Lako, CFP®, shares his insight on identity theft and how your children may be susceptible to it too.