As seen in the Marietta Daily Journal, Bil Lako, CFP®, details how the Secure Act 2.0 included provisions that could help with resuming student loan payments and money remaining in a 529 plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how an installment sale was able to help an investor spread out the capital gains on the sale of a highly appreciated property.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the recent happenings and reactions in the stock market and how investors should proceed.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how more income will be shielded from the eligibility formula when calculating federal student aid.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares some better options than just writing a check when donating a significant amount to charity.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that when the situation is dire, a 401(k) loan may be the better option vs. a hardship withdrawal.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how you could place your cash reserves in a high-yield savings account, but you may be able to get a higher interest rate in a money market mutual fund through your brokerage firm.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains what investors need to do to plan for health care costs in retirement. EBRI estimates couples 65 and older will need between $212,000 and $383,000 to cover their health care costs in retirement.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the exceptions to early withdrawals from your IRA if you are younger than age 59 ½.
