Is it OK to have an investment account that your financial adviser doesn’t know about?
Bil Lako, CFP® and Dr. Gene explain which accounts a new investor should use to save for retirement.
Social Security provides about 40% of your preretirement income. Consider coordinating your benefits with other savings. Read more in this Financial Tip.
Bil Lako, CFP®, shares his insight on identity theft and how your children may be susceptible to it too.