Questions to ask Aging Parents
Hosts provide guidance on how to have “The Talk” with elderly parents about their future.
Restricted Stock Requires Planning
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
Signs of a Housing Recovery?
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.
Restricted Stock: Benefits, Taxation and Planning Issues
Hosts discuss the taxation and planning issues of restricted stock.
Restricted Stock Tax Rate Benefits
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
Just How Risky Is Your Portfolio?
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.
Creative Employee Compensation
Bil Lako, CFP®, explains in today’s Marietta Daily Journal how some employers may offer shares of restricted stock as compensation. Read the Article
Understanding 401(k) Plan Fees and Expenses
Fees and expenses are factors that may affect your investment returns, and therefore impact your retirement income. Read more in this Financial Tip.
Investing Outside of Your Financial Adviser
Is it OK to have an investment account that your financial adviser doesn’t know about?
Your First Job Is the Time to Start Planning For Retirement
Bil Lako, CFP® and Dr. Gene explain which accounts a new investor should use to save for retirement.