In the News: Planning Becomes A Different Priority 10 Years Prior to Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that investors need to plan for retirement withdrawals about 10 years prior to retirement.
In the News: Early Retirement Withdrawals have More Drawbacks than Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that while you can borrow from your retirement accounts for a first-home purchase, it’s not the best idea
In the News: Concentration Risk Makes the S&P 500 Not the Best Benchmark
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you probably shouldn’t compare your portfolio’s performance to the S&P 500 Index. 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. The investments referenced within this article may currently…
In the News: Any Tax Advantages of Homeownership? It Depends
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that despite sweeping tax reform, there are still tax advantages to homeownership.
In the News: Managing RMDs When You Don’t Need It to Pay for Living Expenses
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what you can do with your IRA required minimum distribution if you don’t need the funds to live on.
In the News: Carefully Consider Your Expenses Before Overborrowing for College
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the trend of college students overborrowing on student loans to cover lifestyle costs beyond tuition and education expenses. The numbers are shocking! 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 the News: Being Present When You Are Financial Planning
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.
In the News: Mid-Year is the Time to Factor in Tax Reform Changes
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 the News: Hybrid Long-Term Care Insurance Policies have Changed the Insurance Landscape
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 the News: Don’t let Your Investments Coast through Summer
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.