Annuities in an IRA
In today’s Marietta Daily Journal, Bil Lako, CFP® addresses whether you should have an annuity in an IRA. Read the Article
Making Annuities More Effective
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses why annuities should be measured for their risk transfer. Read the Article
The Social Security Spousal Benefit
When you apply for Social Security, you may be eligible for a spousal benefit. Bil Lako, CFP®, provides details. Read the Article
Sweet Dreams for Boeing Investors
Ted Parrish, CFA, provides comments on The Boeing Company’s (NYSE: BA) recent success to CNNMoney. Read the Article
Research Your Financial Advisers Like Investments
You research stocks, but have you researched your financial adviser? Bil Lako, CFP®, explains how in today’s Marietta Daily Journal. Read the Article
In the News: Your Financial Planning Process
A financial plan should be designed to take you from your present situation to where you want to be. Read the Article in Today’s Marietta Daily Journal
Working While Claiming Early Benefits
While you can take Social Security benefits early at 62, you are limited on what you can earn without reducing benefits. Read the Artice in Today’s Marietta Daily Journal
Ted Parrish on the Road to Success, from the Hardwood to the Boardroom
The Kennesaw State Owls Athletics interviewed former men’s basketball star and current Henssler Principal Ted Parrish, CFA. In the interview, Ted discusses how the relationships he developed as a student athlete helped prepare him for his life outside of the gym. Read the interview.
529 plans owned by grandparents may hurt students
Bil Lako, CFP® shares why grandparents should transfer ownership of a 529 plan to the parents. Read why in today’ Marietta Daily Journal.
In the News: 529 Requires Withdrawal Strategy
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.