In the News: Is Paying Off Your Mortgage Really the Best Advice?
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money.
In the News: Special Tax Strategy for Company Stock Could Save Significant Tax Dollars
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k).
In the News: Getting Culinary Schooled by Mom
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.
In the News: Alternative Investments for Average Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
In the News: A Will Needs Regular Maintenance
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simple mistakes in your Will can create headaches for your heirs.
In the News: Retirement is Not Determined by the Balance of Your Portfolio, but by Your Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the cornerstone of your financial plan determines your retirement.
In the News: Costly Mistakes can Happen when Experts do not Work in Concert
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts.
In the News: Diversifying an Investment Portfolio with Real Estate
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at owning investment property and owning shares of a REIT.
In the News: Providing a Surviving Spouse with a Source of Funds while Protecting Family Wealth
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article
Home offices: Specific Qualifications for Deductions but Many Expenses Qualify
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights the home office deduction for those who work from home. Read the Article