Accessing Retirement Funds Using Substantially Equal Periodic Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores accessing retirement funds through substantially equal periodic payments. Read the Article
Georgia Department of Revenue gets ‘Spoofed’
Tax season brings many things: shoeboxes of receipts, checkbooks, refunds, and unfortunately scammers and identity thieves. It’s not just the phony IRS emails either. This year the Georgia Department of Revenue has been flooded with phone calls regarding calls they didn’t make to many taxpayers. This article from the Atlanta Business Chronicle explains the latest…
Making the Most of Pension Plan Benefits
In today’s Marietta Daily Journal: How you take your pension benefit affects how much you’ll receive in the long term. Read the Article
In the News: Home-Based Businesses May Need More Protection than a Homeowners Policy Provides
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights options for insuring your home business. Read the Article
In the News: To Pay or Not to Pay: Salary vs. Distributions for S Corps Owners
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights salaries and dividends for S Corp owners. Read the Article
Saving for Retirement without an Employer-Sponsored Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to save for retirement if an employer plan is not available. Read the Article
In the News: Strategically Using Life Insurance as Part of Executive Compensation Plans
Executive bonus plans often employ life insurance, but policies have to be structured properly and managed prudently. We explain in this week’s Marietta Daily Journal. Read the Article
In the News: Prioritizing Retirement Savings as a Couple
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal.
In the News: A Slowdown Presents an Opportunity to Buy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that while the markets are down, it is more important to look long-term.
Emotions Can Influence Our Investment Habits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article