529 Requires Withdrawal Strategy
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.
What is a payable on death (POD) account?
A payable on death bank account can be designated as payable on death to someone of your choice. Learn more in this Financial Tip.
Sending Your Child to College
We discuss some basics of saving for higher education costs.
Ensure Your 529 Plan Is Worth It
Is your 529 Plan giving you bang for your buck? If not, Bil Lako, CFP®, explains how you can make changes in today’s Marietta Daily Journal. Read the Article
When Is Market Volatility Most Dangerous?
If you’re near retirement, you need to consider your longevity and whether your portfolio will last as long as you do. Read more in this Financial Tip.
Balancing Paying Down Debt with Rebuilding an Emergency Fund
Bil Lako, CFP® discusses savings strategy when you have debt to pay down.
Portfolio and Plans to Match Your Goals
The “Money Talks” hosts discuss the importance of reviewing your portfolio and financial plan.
How Much Is Needed to Retire?
How much money do you need to retire? Bil Lako, CFP® explains the complicated equation in today’s Marietta Daily Journal. Read the Article
Understanding Investment Terms and Concepts
Investment jargon often sounds like a foreign language. Read our primer on understanding investment terms and concepts in this Financial Tip.
Midyear Financial Reviews for Your 40s, 50s and 60s
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.