As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how creating a plan, following the Ten Year Rule, and then making only tactical allocation decisions throughout the years allows the investor to remove the emotion out of buy and sell decisions.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that fixed-income investments are designed to protect principal, and that equities, over the long term, should outpace inflation.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that depressed account balances may provide an opportunity for investors to convert traditional retirement accounts to Roth IRAs.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains while you may be focused on making your blended family work, there are estate planning concerns like providing for children from a previous marriage, that often take a backseat to daily life.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that saving without a goal is like stuffing money away, never looking at it, never knowing how much is there, and never knowing if it is enough.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that almost 40% of the $60 million of income tax credits through the Georgia HEART Hospital Program have already been claimed for the 2022 tax year. The Georgia HEART Program Will Begin Accepting Pre-Applications May 16!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores options for lending money because parents will do whatever it takes to help their children—even if it means risking their financial future.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that despite all that has happened in the first quarter, a Ten Year Rule investment strategy should be favorable in the long run.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains when and how to apply for long-term care insurance benefits to help you and your family when a long-term care event happens
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the significance of the recent yield curve inversion and what investors should do.
