Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of the benefits to the FAFSA’s new prior-prior income rule. Read the Article
Dealing with the tax consequences of a highly appreciated asset
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a highly appreciated stock position, can create both a tax and estate planning issue. Read the Article.
Calculating the gain on the sale of your home
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains how complicated calculating the gain on your home can be. Read the Article.
Insurance Coverage for Lost Income During an Unexpected Closure
Today’s Marietta Daily Journal: Bil Lako, CFP® explains how business interruption coverage can help a business survive a disaster. Read the Article
Holding Fixed Income in Your IRA, Rather than Your 401(k)
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Simplicity is not Only for Investments, but Where You are Invested, too
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Spending Your Wealth or Leaving an Inheritance
In today’s @MDJOnline, Bil Lako, CFP® covers spending retirement assets vs. leaving an inheritance for your children. Read the Article
An ‘Exception’ to Using ‘Retirement’ Money for Education
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article
Cash Versus Credit for Millennials
In today’s Marietta Daily Journal, Bil Lako CFP® explains why building a credit history is important for Millennials. Read the Article
Matching Investments to Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article