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?
The 2012 Tax Act allows for 401(k) in-plan Roth conversions, but is it a good financial idea to do so?
Before you concern yourself with performance and fees, you need to focus on how much you save.
In today’s Marietta Daily Journal, Bil Lako, CFP® provides guidance on creating your household budget. Read the Article
Mortgage lenders are tightening up their mortgage lending requirements. We offer three tips to help you qualify in this week’s Financial Tip.
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 help keep inflation from eating away your retirement income. Learn more in this Financial Tip.
Henssler’s Research Analysts discuss the Employee Benefit Research Institute’s annual Retirement Confidence Survey and analyze Americans’ retirement savings habits.
In today’s Marietta Daily Journal, Bil Lako CFP®, provides a few formulas to help you determine your level of debt. Read the Article
Have you made your 2012 IRA Contribution yet? You still have time. Learn more in this Financial Tip.
Bil Lako, CFP®, and Dr. Gene offer advice to a long-time listener on how to sell investments for his retirement years.