In the Marietta Daily Journal, Bil Lako, CFP®, explains how in retirement, if you’re following a Ten Year Rule, you have 10 years of liquid assets to pay for your living expenses—including your mortgage—mostly protected from any economic change that may or may not happen.
In the Marietta Daily Journal, Bil Lako, CFP®, explains why Substantially Equal Periodic Payments plans are very circumstantial and require a very specific set of variables to work for an investor’s situation. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled…
In the Marietta Daily Journal, Bil Lako, CFP®, takes a close look at second-quarter GDP and how the economy looks going forward. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the long-term care insurance marketplace has easily adapted to the “new normal.” Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how 2020 provides a unique opportunity to take what would have been a 2020 RMD and roll it into a Roth IRA. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from…
In the Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ latest move to help investors repay their unwanted 2020 RMDs.
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the market has recovered a majority of what it lost, in March. Hopefully, you did not touch your 401(k) by cutting your contributions or moving your investments to cash equivalents during the trough.
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while the market has recovered the majority of what it initially lost, many individuals are still in survival mode.
In the Marietta Daily Journal, Bil Lako, CFP®, explains how when the market is down 33% from the high, many investors cave in to fear and sell at the bottom of the market.
In the Marietta Daily Journal, Bil Lako, CFP®, explains how your estate planning documents may not affect your treatment if you contract the coronavirus.
