Roth 401(k) Conversions
The 2012 Tax Act allows for 401(k) in-plan Roth conversions, but is it a good financial idea to do so?
Focusing on Your Savings Rate
Before you concern yourself with performance and fees, you need to focus on how much you save.
Making Every Penny Count
In today’s Marietta Daily Journal, Bil Lako, CFP® provides guidance on creating your household budget. Read the Article
Financial Tips for Obtaining a Mortgage Loan
Mortgage lenders are tightening up their mortgage lending requirements. We offer three tips to help you qualify in this week’s Financial Tip.
Learn to Budget, Spend Wisely
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “pay yourself first” is one of the most important steps in your budget. Read the Article
Cost-of-Living Adjustments: What They Are and Why They Matter
Cost-of-living adjustments help keep inflation from eating away your retirement income. Learn more in this Financial Tip.
Preparing for Retirement
Henssler’s Research Analysts discuss the Employee Benefit Research Institute’s annual Retirement Confidence Survey and analyze Americans’ retirement savings habits.
Determine if You Have Too Much Debt
In today’s Marietta Daily Journal, Bil Lako CFP®, provides a few formulas to help you determine your level of debt. Read the Article
There's Still Time to Contribute to an IRA for 2012
Have you made your 2012 IRA Contribution yet? You still have time. Learn more in this Financial Tip.
Revenue Harvesting
Bil Lako, CFP®, and Dr. Gene offer advice to a long-time listener on how to sell investments for his retirement years.