Know Options if You Own Variable Annuity
In today’s Marietta Daily Journal, explore your options if you have significant gains in your variable annuity. Read the article
Don’t Confuse a Product with a Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a financial product is not a financial plan. Read the article
Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
Strength and Health: Promising SERPs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how you should not mistake a promised retirement benefit for a guarantee. Read the Article
Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Only One Nontaxable 60-Day Rollover OK’d
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ changes to IRA Rollover Rules. Read the Article
Transactions Don’t Always Involve Money
If you trade your business services with another vendor for products, that barter is taxable income. We explain in today’s Marietta Daily Journal. Read the Article
Make Moves Today to Secure 2015 Tax Credits
Bil Lako CFP® explains how you can apply for a Georgia tax credit that also nets you a federal tax deduction! Read the Article in Today’s Marietta Daily Journal
Benefits Available for Military Personnel
Bil Lako, CFP® explains the many financial benefits available for military personnel to help them reach their goals. Read the Article
Review May Help You Avoid AMT
In today’s Marietta Daily Journal, Bil Lako, CFP® details the benefits of a mid-year tax review. Read the Article