As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the changes the SECURE Act 2.0 will make to required minimum distributions, catch-up contributions, 401(k) plans and more.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can use the market’s volatility to their advantage through tax loss selling and rebalancing.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains some of your options when you are holding a highly appreciated asset in your portfolio.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why dollar-cost averaging is the better way to invest in the market—even if you have a lump sum of cash to invest.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, highlights highlight some tax-saving alternatives if you intend to leave your IRA to a non-spouse beneficiary.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a deeper look at how the market decides on what news to react to, and why.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some of the investment strategies that are working for investors right now seem substantially similar to strategies that should work in a recession.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some remote workers could be paying income tax in two states if their employer is in a different state.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why investors need to shift their mindset and see the down market as an opportunity.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how he helped a couple coordinate a gifting plan benefitting their family without incurring any unpleasant tax consequences or creating a hardship situation for the recipient.
