In the News: Incentivize Key Employees with Equity-Based Compensation Plans
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains ways a company can compensate employees without raising salaries. Read the Article
Using Trusts to Pass Inheritance to Minor Children
In today’s Marietta Daily Journal: When selecting a minor as your beneficiary, it is wise to consider placing the assets in a trust. Read the Article
Incorporating Incapacity Planning into an Estate Plan
In today’s Marietta Daily Journal: It can be easier for your family if you have plans in place, should you become incapacitated. Read the Article
Investing Through the Next Market Correction
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why timing the market is nearly impossible. Read the Article
Retiring Early and Investing Reduced Benefits
Even though they may have enough saved assets to retire early, many investors still have concerns about taking retirement benefits early at a reduced rate. Read our Article in the Marietta Daily Journal
Financial decisions in becoming a stay-at-home parent
In today’s Marietta Daily Journal: Bil Lako, CFP® highlights the financial considerations of becoming a stay at home parent. Read the Article
Vacation Homes: Common Luxury, Complicated Taxes
In today’s Marietta Daily Journal: The number of days you use and rent your second home determine the tax treatment. Read the Article
Weigh the Costs Before Accepting the Terms of a Reverse Mortgage
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a reverse mortgage is a weighty decision. Read the Article
Do Your Homework: College Savings Plans
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
In the News: Determining Business Value
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the value of your business depends on the valuation method used. Read the Article