In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that tax “audit triggers” are just actions that occur in your everyday life and in the course of doing business. 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 to buy.…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that for business owners, exiting a small business is a complicated process and one that should be planned for years in advance, not just in the short time leading up to retirement. Read the Article This article is for demonstrative and academic purposes and is meant to…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the Federal Reserve’s monetary policy, the U.S. government shutdown, and the ongoing trade war with China are affecting our economy. 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 to…
Is your debt-to-income ratio out of control? In today’s Marietta Daily Journal Bil Lako, CFP®, explains where you want to be and provides tips on how to lower that ratio. 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 to…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that when small-business owners want to retire, it is not quite as easy as letting your boss know you will be leaving at the end of July. 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®, answers the question, “Given the current market, it is possible to “recession-proof” your portfolio?”
Term life insurance: Replacement may be easier than expected.
Bil Lako, CFP®, explains that if you own stocks or mutual funds, there are some moves at year-end that might help your financial situation.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why your year-end tax planning is going to take a little longer this year.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how easy it is for the charitably inclined to establish their own donor-advised fund to increase the impact of their giving.
