Bil Lako, CFP® offers some financial wisdom for today’s college graduates.
Small companies may have an easier time finding investors thanks to the JOBS Act. Learn what it means for investors. Learn more in this Financial Tip.
Through compounding, $5,000 can become more than $85,000 in 35 years. Who has that time? College grads. We explain in today’s Marietta Daily Journal.
Should you pay off debt or should you save and invest? To find out, compare what rate of return you can earn on your investments versus the interest rate on the debt. There may be other factors that you should consider as well. Learn more in this week’s Financial Tip.
Rule 72(t) Allows for Penalty-Free Substantially Equal Periodic Payments from Your IRA Before Age 59½
Certified Financial Planner Jennifer Thomas joins the show to discuss substantially equal periodic payments available from IRAs under Section 72(t) of the Internal Revenue Code.
Bil Lako, CFP® and Jennifer Thomas, CFP®, highlight some of the financial aspects to having a child.
When you leave your job, a cash distribution from a 401(k) may be a good idea if you have net unrealized appreciation. We explain in today’s Marietta Daily Journal. Read the article
Along with the financial and emotional difficulties of divorce, you’ll face special concerns about your insurance coverage. Read more in this Insurance Tip.
Retirement success depends on how much you’ve saved, how quickly you spend your money and how long you need it to last. Learn more in this week’s Financial Tip.
As you change jobs throughout your career, you may accumulate different 401(k) plans along with experience. Sometimes, it is best to leave your assets in the plan; however, you should consider consolidating your assets in an IRA.