In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is important for both spouses to develop a fundamental understanding of your finances should something happen to the other spouse. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells homeowners and investors how to carefully consider the tax reform changes and plan now to avoid surprises next April!
In today’s Marietta Daily Journal, Bil Lako, CFP®, talks hybrid long-term care insurance policies and how they may be useful for certain investors.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that before you get wrapped up in the kids’ back-to-school excitement, tailgating and football season, you need to take the time to review your investments.
In today’s Marietta Daily Journal, Bil Lako, CFP®, describes how your time horizon and risk tolerance for investing are intricately linked, and what to do when time horizons change.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can profit from your business, minimize your capital gains, and benefit a charity by creating a charitable trust.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the may options of group health care coverage. Recent graduates who are accepting jobs might think that they’ve got an easy ride since their new employer offers a group health plan. Truth is, navigating the options in group health plans can be complicated.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that money is worth more today than an identical amount in the future because of its potential earning capacity. This is how you balance saving for retirement while you still have debt to pay off. Read the Article This article is for demonstrative and academic purposes and…
In today’s Marietta Daily Journal, we explain how you can direct the money you’d pay in state income tax to fund rural hospitals in Georgia and get credit for a charitable donation on your federal returns. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on…
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains while we prefer to see companies invest in more innovation, research and development, and new product offerings, that stock buyback programs are not a bad thing. Read the Article
