In the News: What Does Your Business Capital Cost?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the cost of capital for your business.
Protecting Your Identity After a Security Breach
In today’s Marietta Daily Journal: With so much online these days, Bil Lako, CFP® explains how to you protect your information.
In the News: Develop a Permanent Legacy with a Private Family Foundation
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families.
In the News: Case for Dollar Cost Averaging: Great Recession
In today’s Marietta Daily Journal: Bil Lako, CFP® explains how dollar cost averaging would have worked during the Great Recession
Financial Changes Needed when a Family Expands
A growing family needs to evaluate and adapt their financial plan. We list out the financial areas you should review in this week’s Marietta Daily Journal Article.
In the News: Grandparents Can Held Fund College Costs with 529 Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares tips on how grandparents can help toward higher education costs.
In the News: Profitable Businesses have an Opportunity to Optimize Tax Situation for 2017
In today’s Marietta Daily Journal: Per Bil Lako, CFP®, small businesses can make moves to minimize their tax situation for 2017.
In the News: Small Businesses can Tailor a Retirement Plan to their Needs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what small-business owners need to consider when developing a retirement plan. Read the Article
Unwinding Quantitative Easing for the Average Investor
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the Fed will reduce their balance sheet and the effect on the economy.
In the News: Mid-Year Reviews Allow Investors to Get Back on Track
In today’s Marietta Daily Journal, Bil Lako, CFP® says with current market conditions, now is a great time to rebalance your investments.