As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while the generation skipping tax falls under the generous estate exemption amounts, the SECURE Act made some significant changes should you want to leave your retirement accounts to anyone other than your spouse.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores your options for your Social Security benefits if you decide to unretire. You look at the big picture, and consider household income.
Published in the August 19 edition of the paper, Henssler Financial came in at No. 23 on the 2022 Money Managers list. The Atlanta Business Chronicle defines money managers as investment advisers that manage portfolios on a discretionary basis, and they consider individuals as well as institutions. Money managers are ranked by discretionary assets under management in Atlanta.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that delaying any retirement plan withdrawals until you absolutely must can create undesirable tax consequences.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains its best to save early and often for your children’s education. He looks at some of the most popular ways to save.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights the problems investors have with a concentrated stock position and provides possible solutions to reduce the concentration.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that 9.1% inflation is not normal nor will it likely be like this long term, and it will ultimately benefit companies’ revenue streams. Therefore, stocks are one of the best hedges against inflation.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while annuities are gaining traction as interest rates continue to rise, insurers do not have access to anything different than what is readily available in the market for all investors.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains 2022’s major tax changes to the Child Tax Credit, 1099-ks from third-party settlement organizations, and many others you need to be aware of this year.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how mid-year is a good time to evaluate where you are and look for moves that may make sense for your situation; however, keep the current market conditions in mind and don’t lose sight of your overarching plan.
