In the News: 2022 outlook includes inflation and rising interest rates
As seen in the Marietta Daily Journal: Bil Lako, CFP®, provides investors insight on what to expect for 2022.
In the News: Starting the New Year on the right financial footing
As seen in the Marietta Daily Journal: Bil Lako, CFP®, provides some tips to get your financial New Year’s resolutions to stick.
In the News: An indirect 401(k) rollover: time is ticking to avoid tax consequences
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.
In the News: With multiple accounts, there is plenty of room for RMD errors
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.
In the News: It’s ill-advised to count on an inheritance to fund your retirement
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how all inheritances are not equal, so banking on such a windfall to fund your retirement is generally a bad idea.
In the News: Tax law changes escape infrastructure act, but remain in Build Back Better bill
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the tax changes in the Nov. 5 Infrastructure Investment and Jobs Act, and what may be included in the Build Back Better bill.
In the News: Spending in retirement—it’s what you’ve been saving for
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a financial adviser should be taking the time before investors retire to discuss the spending stage of retirement.
In the News: Establishing a legacy of giving through donor-advised funds and family foundations
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that both donor-advised funds and family foundations can exist in perpetuity long after the establishing donor dies creating a legacy of charitable giving.
In the News: Tapping a retirement account early and avoiding early withdrawal penalties
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how complicated it is to tap a retirement account before age 59 ½; however, it can be done if you have enough money.
In the News: Inflation, cash flow projections, and retirement spending
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that, inflation is a critical variable in financial plans for retirees living on a fixed income. He explains how to plan for this unknown.